Duane Moppin
Advisor at AdamsBrown Wealth Consultants LLC — Wichita, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Wichita, KS 67202
AdamsBrown Wealth Consultants LLC
Team
Duane Moppin is a financial advisor with AdamsBrown Wealth Consultants LLC in Wichita, KS, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at MMA Securities LLC and Marsh McLennan from 2019 to 2025, and he spent 14 years at State Street Bank and Trust NA. AdamsBrown Wealth Consultants provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management along with consulting and financial planning services.
Based on AdamsBrown Wealth Consultants LLC
Based on AdamsBrown Wealth Consultants LLC
Retirement plan advisory services include an annual flat fee for first $500,000 to $1,000,000; retirement plan consulting services may be offered as fixed fees based on expected hours
0.50% to 1.525% annually (varies based on factors including asset size, complexity, and services)
Financial planning services up to $250/hour; retirement plan consulting services up to $200/hour
Fee-only: Wealth management fees based on assets under management; financial planning fees charged separately on hourly basis (up to $250/hour); retirement plan advisory fees with flat fee for first $500,000 to $1,000,000 and up to 1.525% annually on assets over $1,000,000; retirement plan consulting fees on hourly basis (up to $200/hour) or fixed fees; financial institution consulting fees up to 1.00% annually
Wichita, KS
358 N Main Street, Suite 100
Wichita KS 67202
Advisors at this office
14
Kansas
7 years of industry experience
AdamsBrown Wealth Consultants LLC
2025 - Present • 1 year
Overland Park, KS
MMA Securities LLC
2019 - 2025 • 6 years
Leawood, KS
Marsh McLennan
2019 - 2025 • 6 years
Overland Park, KS
Unemployment
2017 - 2019 • 2 years
Kansas City, MO
State Street Bank and Trust NA
2003 - 2017 • 14 years
Kansas City, MO
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Trust company
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They facilitate real estate transactions and may earn commissions.
Other specialized services
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