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Trent Lyndon Woodcock

Advisor at AdamsBrown Wealth Consultants LLC — Wichita, KS

Updated today

Credentials

CFP®, Series 66

Experience

11 years

Location

Wichita, KS 67202

AdamsBrown Wealth Consultants LLC logo

AdamsBrown Wealth Consultants LLC

Team

Total advisors

15

Clients per advisor

121 Very High

Avg AUM per client

$511,396 Low

HNW client ratio

15% Low

About

Trent Woodcock is a CFP® professional with 10 years of experience in the financial services industry. He is currently with AdamsBrown Wealth Consultants LLC, where he has worked since 2020. His prior experience includes roles at Private Client Services, HD Vest Insurance Agency, Avantax Investment Services, and Edward Jones. Woodcock also works as an insurance agent, providing term, variable, whole life, and long-term care insurance. AdamsBrown Wealth Consultants offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach utilizing ETFs, mutual funds, individual stocks, bonds, and other instruments, and operates with a multi-advisor team that can select and oversee sub-advisors.

Client services

Based on AdamsBrown Wealth Consultants LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on AdamsBrown Wealth Consultants LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on AdamsBrown Wealth Consultants LLC

Founder/Business Owner Retired

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Fee options

Fixed

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

Percentage

0.50% to 1.525% annually (varies based on factors including asset size, complexity, and services)

Project-based

Financial planning services up to $250/hour; retirement plan consulting services up to $200/hour

Other

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

Location

Wichita, KS

358 N Main Street, Suite 100

Wichita KS 67202

Advisors at this office

15

Most active in

Kansas

Work history

11 years of industry experience

AdamsBrown Wealth Consultants LLC

2020 - Present • 6 years

Great Bend, KS

Private Client Services

2020 - 2025 • 5 years

Hutchinson, KS

HD Vest Insurance Agency, LLC

2018 - 2020 • 2 years

Irving, TX

Avantax Investment Services, INC.

2017 - 2020 • 3 years

Hutchinson, KS

HD Vest Insurance Agency Inc

2017 - 2020 • 3 years

Irving, TX

HD Vest Advisory Services

2017 - 2020 • 3 years

Hutchinson, KS

Edward Jones

2015 - 2017 • 2 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nathaniel O

CFP®, Series 63, Series 65, CIMA®

Wichita, KS

Primerica Advisors

Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Fred L

Series 63, Series 65

Wichita, KS

Farrecian Investments Inc

Fred Liebau Jr. is an independent financial advisor at Farrecian Investments Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LG Advisory Group, United Planners Financial Services, and his own sole proprietorship. In addition to advisory services, he is a licensed insurance agent involved in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities with a focus on managing variable annuity and variable life subaccounts, financial planning, and consulting. The firm typically provides non-discretionary portfolio assembly and monitoring, financial plans, and referrals to third-party money managers, managing about $11.55 million for roughly 43 clients.

Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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Rayan H

Series 65

Wichita, KS

Baumont Capital LLC

Rayan Hajj Ali is a financial advisor at Baumont Capital LLC in Wichita, KS, holding a Series 65 designation and beginning his career in the industry. Prior to his role in financial advising, he has worked at firms including Mid-Continent Instruments & Avionics and Airbus, with additional experience in academic and technical positions. Baumont Capital LLC provides discretionary portfolio management and investment consultation to individuals, retirement accounts, trusts, and high-net-worth clients. The firm employs a variety of investment strategies across U.S. and international equities, fixed income, ETFs, and selected digital assets, tailoring portfolios to client objectives using multiple analytical approaches.

Active portfolio management Factor investing / smart beta
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Michael S

Series 66, Series 63

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor at Tower Financial Strategies Corp. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including New York Life Insurance Company and Eagle Strategies. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, an aviation education nonprofit. Tower Financial Strategies Corp. serves individuals, charitable organizations, and business entities by providing financial planning and non-discretionary investment advisory services. The firm directs clients to third-party investment managers and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, emphasizing referral relationships and ongoing due diligence.

Options & derivatives strategies Annuities
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Jonathan H

CFP®, Series 65

Wichita, KS

Wichita Wealth Management, LLC

Jonathan Harner is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Wichita Wealth Management, LLC since 2016. The firm serves individual investors, couples, families, and small businesses with ongoing wealth management, financial planning, and retirement-plan services. Operating as a fee-only fiduciary, the firm focuses on asset allocation and a long-term buy-and-hold strategy using no-load mutual funds and ETFs, providing tailored advisory services across various financial planning needs.

General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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