Bryan D. Vowels

TRUENORTH WEALTH & IMPACT

Joplin, MO 64804

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CRD#: 4194457

Professional summary

Bryan Dale Vowels, CFP® is a registered financial advisor currently at TRUENORTH WEALTH & IMPACT, LLC located in Joplin, Missouri.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bryan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9 and Series 10 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.

7 PILLARS REAL ESTATE, LLC; INVT RELATED; JOPLIN, MO; 100% OWNERSHIP, START DATE 04/04/2022; 5-10 HRS PER MONTH; 1-3 HRS DURING TRADING; LAND OWNERSHIP, REAL ESTATE HOLDINGS COMPANY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Dale Vowels'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: 2007

Experience

Current

August 8, 2022 - Present

TRUENORTH WEALTH & IMPACT, LLC

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

RIA

CRD#: 321238

Joplin, MO

Past

November 4, 2010 - August 10, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JOPLIN, MO

Past

January 1, 2008 - August 10, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JOPLIN, MO

Past

December 4, 2000 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

JOPLIN, MO

Past

May 30, 2000 - December 4, 2000

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

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
(9/21/2022)

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 65

Date: 3/16/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/8/2001

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/27/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 9/24/2001

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 9/13/2001

General Securities Sales Supervisor - General Module 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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Bryan D. Vowels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Dale Vowels's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

INVESTMENT PROFESSIONALS, INC.

Primary Firm SEC Registration

TRUENORTH WEALTH & IMPACT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2012

Series 63

Date: 6/5/2000

SIE

Date: 10/1/2018

Series 3

Date: 10/8/2001

Series 7

Date: 5/27/2000

Series 9

Date: 9/24/2001

Series 10

Date: 9/13/2001

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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