Brian Chad Staats

Employer firm

Adamsbrown Wealth Consultants LLC CRD 308410

$1.12B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1988 → Present
  Adams, Brown, Beran & Bell
  Colby, KS
• 04/2001 → 06/2020
  Avantax Investment Services, Inc.
  Colby, KS
• 04/2017 → 06/2020
  Hd Vest Advisory Services
  Great Bend, KS
• 11/2018 → 06/2020
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 07/2019 → Present
  Mcpholdings Llc
  Mcpherson, KS
• 12/2018 → Present
  W Holdings Llc
  Great Bend, KS
• 06/2020 → Present
  Adamsbrown Wealth Consultants Llc
  Great Bend, KS
• 06/2020 → 03/2025
  Private Client Services
  Great Bend, KS

Previous Registrations

• 2017-04-12 → 2020-06-25
  Avantax Advisory Services
  Great Bend, KS

Other Businesses

1) ADAMS, BROWN, BERAN & BALL CHTD. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. ACCOUNTING/CPA FIRM. PRESIDENT-CEO. 190 HRS/MO; 160 DURING TRADING HRS. 2) ABBB PARTNERS, LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. CONSULTING AND ROYALTIES. PARTNER AND ACCOUNTANT. 5 HRS/MO; 5 DURING TRADING HRS. 3) ADAMS BROWN, LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. ACCOUNTING FIRM, PREPARATION OF TAX RETURNS, FINANCIAL STATEMENTS AND BUSINESS CONSULTING. 10 HRS/MO; 10 DURING TRADING HRS. 4) B & T RENTALS LLC. 2101 FOXGLOVE CIR, GREAT BEND, KS 67530. RENTAL MANAGEMENT. PARTNER-MANAGER. 10 HRS/MO; 0 DURING TRADING HRS. 5) BRIAN STAATS. 2101 FOXFLOVE CIR, GREAT BEND, KS 67530. RESIDENTIAL AND COMMERCIAL RENTALS. OWN AND MANAGE RENTAL PROPERTIES. 10 HRS/MO; 2 DURING TRADING HRS. 6) GROWTH STRATEGIST LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. M & A CONSULTING. SHAREHOLDER-CEO. .5 HRS/MO; .5 DURING TRADING HRS. 7) MCPHOLDINGS LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. COMMERCIAL REAL ESTATE HOLDING COMPANY - RENTAL. PASSIVE PARTNER. 0 HRS/MO; 0 DURING TRADING HRS. 8) RMS SOLUTIONS INC. 2101 FOXGLOVE CIR, GREAT BEND, KS 67530. PROPERTY MANAGEMENT AND CONSULTING. PRESIDENT. 40 HRS/MO; 5 DURING TRADING HRS. 9) TAX PROCESSORS INC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. TECHNOLOGY COMPANY. PRESIDENT-CEO. 5 HRS/MO; 5 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-29
• S63 Uniform Securities Agent State Law Examination
  2001-07-21