Adam Koos Work

Founder and President, Sr. Financial Adviser @ Libertas Wealth Management Group, Inc.
Present
Founder and Business Transition and Exit Planning Consultant @ ELEVATE
Present
Co-Founder and Portfolio Manager @ Asbury Research - Powered by Libertas
Present

Adam Koos Education

1996 - 2001 Bachelor's Degree in B.S. Finance; B.S. Psychology @ The Ohio State University

Adam Koos Skills

Retirement Planning
Fiduciary
Portfolio Management
Investment Management
Investments
Estate Planning
Strategic Financial Planning
Small Business
Deferred Compensation
Non-Qualified Deferred Compensation
+50 more

Frequently Asked Questions about Adam Koos

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What company does Adam Koos work for?

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Adam Koos's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Adam Koos located?

Adam Koos is based in or around Columbus, OH, US.

Adam Koos Email Addresses:

Work: a*********@libertaswealth.com +1 more

Adam Koos Phone Numbers:

+1 123-456-7890

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