Troy G. Stovern

TRUENORTH WEALTH & IMPACT

Joplin, MO 64804

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CRD#: 4087039

Professional summary

Troy Gudmund Stovern, CFP® is a registered financial advisor currently at TRUENORTH WEALTH & IMPACT, LLC located in Joplin, Missouri.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Troy has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Gudmund Stovern's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

August 8, 2022 - Present

TRUENORTH WEALTH & IMPACT, LLC

Office #1: 4037 Gateway Drive, Joplin, MO 64804

RIA

CRD#: 321238

Joplin, MO

Past

January 1, 2008 - August 10, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JOPLIN, MO

Past

August 9, 2005 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

JOPLIN, MO

Past

February 2, 2000 - September 19, 2000

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUENORTH WEALTH & IMPACT, LLC

TRUENORTH WEALTH & IMPACT, LLC | VOWELS STOVERN WEALTH, LLC

CRD#: 321238 / SEC#: 801-125773

RIA

Registered Investment Advisory firm - (5/27/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(8/8/2022)

IAR

Texas
(9/20/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/19/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/2/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2005

General Securities Representative Examination

Current Firm

TRUENORTH WEALTH & IMPACT, LLC

TRUENORTH WEALTH & IMPACT, LLC | VOWELS STOVERN WEALTH, LLC

CRD#: 321238 / SEC#: 801-125773

RIA

Registered Investment Advisory firm - (5/27/2022 Approved)

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Contact information

Main Address

4037 Gateway Drive, Joplin, MO 64804

Mailing Address

Phone number

(417) 434-9400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUENORTH WEALTH & IMPACT FORM ADV PART 2A (11/10/2025)

TRUENORTH WEALTH & IMPACT FORM ADV PART 2A WRAP BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	1,538
AUM (Assets Under Management)	$ 432,064,679

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Troy G. Stovern

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Gudmund Stovern's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

EDWARD JONES

Primary Firm SEC Registration

TRUENORTH WEALTH & IMPACT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2005

Series 63

Date: 2/2/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2005

Current Firm

TRUENORTH WEALTH & IMPACT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUENORTH WEALTH & IMPACT, LLC

TRUST BUT VERIFY

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