Libertas Wealth Management Group, Inc.
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Contact: Koos, Adam D.
Business Description: Libertas Wealth Management Group, Inc. Winner of Columbus C.E.O. Magazine's "Best of Business" award for Best Financial Advisory Firm (2010 & 2011) - was founded by Adam D. Koos, CFP© in 2004 after being employed for 3 years with a national brokerage firm. He has over 8 years of experience in the financial planning field and is also one of less than 60,000 CFP© (CERTIFIED FINANCIAL PLANNER™) professionals in the world.
For two years in a row, our firm has been ranked in the “Patriot’s Club” at LPL Financial, putting us in the top 10% of all financial planners at LPL in the country (ranking based on gross production). He is also a 2011 recipient of the Greater Columbus Business First "Forty Under 40" award.
Thank you very much for your interest in us! Please know that all personal and financial information is treated with strict confidentiality, regardless of whether or not you become a client. Feel free to contact our office with any questions you might have. We look forward to hearing from you!
if (BADGEBOX) BADGEBOX.ShowBadge('2334757',125);Koos Wealth Management, Inc. 2010 Angie's List Super Service Award winner
Services: Financial Advisor
In Business Since: 2001
Service Area: Nationwide
On Angie's List Since: 2/24/2010
Warranties: NO
Free Estimates: Call our office
Office Hours: Mon 08.00 AM - 04.00 PM, Tue 08.00 AM - 04.00 PM, Wed 08.00 AM - 04.00 PM, Thu 08.00 AM - 04.00 PM, Fri 08.00 AM - 04.00 PM, Sat Closed, Sun Closed, By Appointment
Excluded Services: We do not specialize in any sort of debt consolidation, nor do we partake in any business involving mortgages or the mortgage industry. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents in OH, IL, NY, & FL.
Licensed: Yes, I am appropriately licensed for my trade
(All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.)
(All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.)
Cities Served: Amlin | Ashville | Baltimore | Berwick | Bexley | Blacklick | Bloomingburg | Brice | Briggsdale | Caledonia | Canal Winchester | Cardington | Centerburg | Circleville | Clintonville | Columbus - Downtown | Danville | Darbydale | Delaware | Delaware County | Dublin | Fairfield County | Fayette County | Franklinton | Fredericktown | Gahanna | Galena | Galloway | Gambier | German Village | Grandview | Granville | Grove City | Groveport | Harrisburg | Heath | Hebron | Hilliard | Hilltop | Howard | Jeffersonville | Johnstown | Knox County | La Rue | Lancaster | Lewis Center | Licking County | Linden | Lockbourne | London | Madison County | Marengo | Marion | Marion County | Marysville | Minerva Park | Morrow County | Mount Gilead | Mount Vernon | Mt. Vernon | New Albany | Newark | Obetz | Olde Towne East | Orient | Osu | Pataskala | Pickaway County | Pickerington | Plain City | Powell | Prospect | Reynoldsburg | Richwood | Sharon Woods | Shepard-eastgate | Short North | Sunbury | Union County | Upper Arlington | Urbancrest | Victorian Village | Washington Court House | West Jefferson | Westerville | Westland | Whitehall | Worthington
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