Duane Moppin
Duane Moppin is a registered investment advisor at Adamsbrown Wealth Consultants LLC, based in Overland Park, KS, with 6 years of industry experience. Duane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,943 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdamsBrown's wealth management fees are based on the value of your investments and range from 0.50% to 1.525% per year, paid quarterly. The exact fee depends on the complexity of your situation, whether you use financial planning services, the amount of assets managed, and your overall relationship with AdamsBrown. Fees may be negotiable.
Location
6450 Sprint Parkway, 110, Overland Park, KS, 66211
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Duane owns Jamison Taylor Designs, a leather working and saddle repair business, dedicating a few hours per week. He also supports insurance services for Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC.
Employment History
Current Registrations
Adamsbrown Wealth Consultants LLC
Previous Registrations
Mma Securities LLC
Mma Securities LLCBroker
State Registrations1 state
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