Libertas Wealth Management Group, Inc.

Libertas Wealth Management Group, Inc. (CRD# 157769) is a financial advisory firm headquartered in Columbus, OH. They manage $87,706,884 in 909 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5003 Horizons Dr., Suite 200, Columbus, OH 43220
https://www.linkedin.com/in/adamkoos/
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    909
    ACCOUNTS
  • Average Account Value
    $96,487
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Libertas Wealth Management Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Adam Koos, financial advisor Columbus OH
Adam D. Koos
CRD#: 4450982
5003 Horizons Dr., Suite 200, Columbus, OH 43220

Adam Koos (CRD# 4450982) is an Investment Advisor Representative working at Libertas Wealth Management Group, Inc. in Columbus, OH and has over 22 years of experience in the finance industry.

2
Kimberly Garner, financial advisor Columbus OH
Kimberly K. Garner
CRD#: 7342633
5003 Horizons Dr., Suite 200, Columbus, OH 43220

Kimberly Garner (CRD# 7342633) is an Investment Advisor Representative working at Libertas Wealth Management Group, Inc. in Columbus, OH and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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