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Tracee Adams

Advisor at American Independent Securities Group, LLC

Updated today

Location

Wichita, KS 67203

Credentials

Series 63, Series 65

Industry experience

13 years

About

Tracee Adams is a financial advisor at American Independent Securities Group, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory role, Adams is active in community and nonprofit organizations, serving on boards including the Wichita Police & Fire retirement board, Junior Achievement of Kansas, Wichita State University Board of Trustees, and the Wichita Rotary Charitable Fund, where she is president. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach tailored to client objectives and risk tolerance, managing accounts on both discretionary and non-discretionary bases.

Client services

Based on American Independent Securities Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on American Independent Securities Group, LLC

Options & derivatives strategies

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Fee options

Fixed

Financial planning fixed fees typically range from $100 to $4,000

Percentage

0.75% to 2.5% (negotiable, based on total assets, scope of engagement, investment style, types of investments)

Project-based

Financial planning fees may be charged hourly from $50 to $250 per hour; third-party estate planning hourly fees agreed upon at engagement start

Other

Account minimum: $2,500 Fee-only: Financial planning fees charged hourly ($50 to $250 per hour) or fixed fee ($100 to $4,000)

Location

345 N. Riverview Street, Suite 100

Wichita, KS 67203

Most active in

Kansas

Work history

American Independent Securities Group

2018 - Present (8 years)

Unemployed

2017 - 2018 (1 year)

Morgan Stanley Private Bank, National Association

2015 - 2017 (2 years)

Morgan Stanley

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stacey A

Series 66

Wichita, KS

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Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Fred L

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Wichita, KS

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Fred Liebau is a financial advisor with Farrecian Investments Inc in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior work includes roles at LG Advisory Group, United Planners Financial Services, Cetera Advisors LLC, and operating as a sole proprietor since 1998. Liebau also maintains a licensed insurance practice, working as an insurance agent. Farrecian Investments Inc is a small independent advisory firm specializing in non-discretionary management of variable annuity and variable life subaccounts, financial planning, and referrals to third-party managers. The firm serves individual investors, high-net-worth clients, and business entities, focusing on assembling and monitoring allocations within insurance contracts and providing periodic financial reviews.

Tax strategies for small businesses
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Michael S

Series 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.

Options & derivatives strategies Annuities
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Jonathan H

CFP®, Series 65

Wichita, KS

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Jonathan Harner is a CFP® with nine years of industry experience, currently serving as the sole advisor at Wichita Wealth Management, LLC. His prior work includes two years at Leprino Foods Inc. and multiple years with Wichita Wealth Management in two separate periods. Wichita Wealth Management provides wealth management, financial planning, and retirement-plan services to individual investors, families, couples, and small businesses. The firm operates as a fee-only fiduciary, focusing on asset allocation and a long-term buy-and-hold investment approach using no-load mutual funds and ETFs, with tailored advisory services across various financial planning needs.

General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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Sean S

Series 63, Series 65

Wichita, KS

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Sean Spencer is a financial advisor with Access Capital, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes eight years at TRUENORTH, INC./IMA Wealth, Inc. Spencer serves on the Dean's Advisory Board for the W. Frank Barton School of Business at Wichita State University. Access Capital serves individual and high-net-worth clients by providing investment advisory and financial planning services, including portfolio management, risk assessment, and estate planning. The firm customizes strategies based on client objectives and risk tolerance, conducting quarterly account reviews and managing held-away retirement accounts through third-party platforms.

Annuities
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Haysville, KS

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Passive / index investing General retirement planning
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