AB
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Adam D Bettis

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

4801 West 110th Street, Suite 200, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an agent with Tax Favored Benefits, working with clients to evaluate and place life insurance and annuity contracts, dedicating about 10-20% of his time. He is also an Investment Adviser Representative with TFB Advisors, LLC, spending minimal time on general management of the organization.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2025 - Present · 6 mos
Osaic Wealth, INC.
August 2025 - Present · 6 mos
Alera Investment Advisors, LLC
June 2025 - Present · 8 mos
Previous Registrations
Tfb Advisors, LLC
August 2022 - July 2025 · 2 yrs 11 mos
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Investment Company, LLCBroker
August 2014 - July 2025 · 10 yrs 11 mos
Ameritas Advisory Services
August 2014 - November 2021 · 7 yrs 3 mos
Frontier Wealth Management, LLC
March 2013 - September 2014 · 1 yr 6 mos
LPL Financial LLCBroker
July 2011 - January 2013 · 1 yr 6 mos
Uvest Financial Services Group, INC.Broker
September 2007 - July 2011 · 3 yrs 10 mos
State Registrations6 states
FLILKSMIMOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.