Advisors at this firm
Jude F
PFS™, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Jude Fox is a financial advisor at AdamsBrown Wealth Consultants LLC with eight years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining AdamsBrown in 2020, he worked at Private Client Services, HD Vest Insurance Agency, HD Investment Advisory Services, and Avantax Investment Services. Outside of his advisory role, Fox serves as the treasurer for the United Way of Ellis County. AdamsBrown Wealth Consultants provides 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 multi-advisor team and follows a long-term, strategic approach to portfolio construction using ETFs, mutual funds, individual stocks, bonds, and other instruments, with ongoing monitoring and periodic reviews tailored to client goals and risk tolerance.
Chad S
Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Chad Somers is a financial advisor at AdamsBrown Wealth Consultants LLC with a Series 65 credential and one year of industry experience. He has been associated with Adams Brown LLC since 2019 and previously worked at Benefit Management, LLC. Outside of his advisory role, Somers is a managing member of several local business ventures, including a hunting club and a movie theatre. AdamsBrown Wealth Consultants provides 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 using ETFs, mutual funds, individual stocks, bonds, and REITs, and serves approximately 1,485 clients with $881 million in assets under management.
Duane M
Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Duane Moppin is a financial advisor at AdamsBrown Wealth Consultants LLC with six years of industry experience. He holds a Series 66 designation and previously worked at MMA Securities LLC, Marsh McLennan, and State Street Bank and Trust NA. AdamsBrown Wealth Consultants provides 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 manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that utilizes a long-term, strategic investment approach with a mix of ETFs, mutual funds, individual securities, and other instruments.
Trent W
CFP®, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
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.
Tommy L
Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Tommy Le is a financial advisor at AdamsBrown Wealth Consultants LLC with a Series 65 designation and one year of industry experience. He also serves as a staff accountant at Adams Brown, LLC, providing tax and accounting services. AdamsBrown Wealth Consultants offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, individual securities, and other instruments, and operates with a multi-advisor team that manages approximately $881 million in assets.
Steven B
PFS™, Series 63
Wichita, KS
AdamsBrown Wealth Consultants LLC
Steven Baumrucker is a financial advisor with AdamsBrown Wealth Consultants LLC, holding the PFS™ designation and Series 63 license. He has 24 years of industry experience, including prior roles at Private Client Services, HD Vest Insurance Agency Inc, and Avantax Investment Services, INC. Baumrucker is also a partner at Adams, Brown, Beran & Ball, a public accounting firm, and serves as treasurer of Whiskey Creek Restaurant. AdamsBrown Wealth Consultants provides 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 multi-advisor team approach, utilizing ETFs, mutual funds, and other securities in a long-term, strategic portfolio construction process.
Billy M
CFP®, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Billy Muhizi is a CFP® and Series 66 licensed advisor with AdamsBrown Wealth Consultants LLC in Hutchinson, KS. He has five years of industry experience, including prior work with Private Client Services and CHS. AdamsBrown Wealth Consultants provides 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 manages approximately $881 million in assets for about 1,485 clients using a long-term, strategic investment approach with ETFs, mutual funds, and other instruments.
Quincey B
Series 63, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Quincey Bernard is a financial advisor at AdamsBrown Wealth Consultants LLC in Wichita, KS, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining AdamsBrown in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024. AdamsBrown Wealth Consultants provides 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 manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that uses a long-term, strategic approach incorporating ETFs, mutual funds, individual securities, and ongoing portfolio monitoring.
Donald R
CFP®, Series 63, Series 65
Little Rock, AR
AdamsBrown Wealth Consultants LLC
Donald Rodgers is a CFP® with 33 years of industry experience. He is currently with AdamsBrown Wealth Consultants LLC and has previously worked at Landmark Financial, LLC and EGP Wealth Management LLC. In addition to his advisory role, he is an independent insurance agent involved in the sales and service of insurance policies. AdamsBrown Wealth Consultants provides 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 approach to portfolio construction and operates with a multi-advisor team capable of selecting and overseeing sub-advisors for client accounts.
Grover M
CFP®, Series 63, Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Grover Musser is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at AdamsBrown Wealth Consultants LLC since 2021. His prior experience includes roles at Private Client Services, Farm Bureau Wealth Management, U.S. Bancorp Investments, and Mariner Wealth Advisors. In addition to his advisory work, Musser is also an independent insurance agent based in Hays, KS. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, strategic approach to portfolio construction and operates with a multi-advisor team that also oversees sub-advisors for client accounts.
Jared V
Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Jared Vitztum is a financial advisor at AdamsBrown Wealth Consultants LLC with four years of industry experience. He holds a Series 66 designation and has worked at AdamsBrown and Private Client Services. Prior to his advisory roles, he spent several years in education, including positions at Fort Hays State University. AdamsBrown Wealth Consultants provides 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 manages approximately $881 million in assets, operates with a multi-advisor team, and employs a long-term, strategic approach that incorporates ETFs, mutual funds, individual securities, and ongoing portfolio monitoring tailored to client objectives.
Todd S
Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Todd Sullivant is a financial advisor with AdamsBrown Wealth Consultants LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Valic Financial Advisors, Inc., Agia, and Private Client Services. Outside of his advisory work, he is the owner and operator of Sullivant Family Ranch LLC. AdamsBrown Wealth Consultants provides 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 with a multi-advisor team and manages approximately $881 million in assets.
Justin M
PFS™, Series 63, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Justin Mitchell is a financial advisor with AdamsBrown Wealth Consultants LLC in Hutchinson, Kansas. He holds the PFS™ designation and has 24 years of industry experience. His prior work includes roles at HD Vest Insurance Agency, Avantax Investment Services, and various affiliated entities. Outside of advising, he is a partner and CPA involved in an accounting firm and serves as trustee for multiple irrevocable family trusts. AdamsBrown Wealth Consultants provides 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 using ETFs, mutual funds, and individual securities, and operates with a multi-advisor team that oversees sub-advisors and conducts due diligence tailored to client goals and risk tolerance.
Brian S
Series 63, Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Brian Staats is a financial advisor with AdamsBrown Wealth Consultants LLC in Great Bend, Kansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Avantax Investment Services and HD Vest Advisory Services and is also president and CEO of an accounting and CPA firm. Additionally, Staats is involved in business consulting, technology, and property management ventures. AdamsBrown Wealth Consultants provides 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 approach using ETFs, mutual funds, stocks, bonds, and other instruments, managing roughly $881 million in assets for about 1,485 clients through a multi-advisor team.
Jeffrey A S
Series 63, Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Jeffrey A Smith is a financial advisor with AdamsBrown Wealth Consultants LLC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Intrust Bank, LPL Financial, and Private Client Services. He also operates as an independent insurance agent. AdamsBrown Wealth Consultants provides 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 manages approximately $881 million in assets, employs a multi-advisor team, and employs a long-term, strategic approach to portfolio construction using ETFs, mutual funds, individual securities, and other instruments.