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Kent Stelljes

DIVERSIFIED WEALTH ADVISORS
Kansas City, MO 64116
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CRD#: 6726607
KS

Professional summary


Kent Stelljes, who also goes by Kent A Stelljes, Kent Allen Stelljes, is a registered financial advisor currently at DIVERSIFIED WEALTH ADVISORS, LLC located in Kansas City, Missouri.

Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kent has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kent A Stelljes | Kent Allen Stelljes

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.
(1) React Health; not-inv related; Business Development Specialist; start 06/2023; sleep and respiratory manufacturing company; Approx 70% of time spent in this business practice.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kent Stelljes's 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®
None

Experience


Current

February 5, 2021 - Present

DIVERSIFIED WEALTH ADVISORS, LLC

Office #1: 1251 Nw Briarcliff Parkway Suite 140, Kansas City, MO 64116
RIA
CRD#: 311903
Kansas City, MO
Past

March 10, 2017 - November 21, 2017

EDWARD JONES

RIA
CRD#: 250
WESTON, MO
Past

December 20, 2016 - November 21, 2017

EDWARD JONES

BD
CRD#: 250
WESTON, MO

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
Kansas
(3/18/2021)
IAR
Missouri
(2/5/2021)
IAR
Texas
(3/29/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/22/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DW
DIVERSIFIED WEALTH ADVISORS, LLC
DIVERSIFIED WEALTH ADVISORS, LLC

CRD#: 311903 / SEC#:

Kansas
Registered Investment Advisory firm - (3/18/2021 Approved)
Missouri
Registered Investment Advisory firm - (2/4/2021 Approved)
Texas
Registered Investment Advisory firm - (3/18/2021 Conditional Restricted)
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Contact information


Main Address
1251 Nw Briarcliff Parkway Suite 140, Kansas City, MO 64116
Mailing Address
Phone number
(816) 984-8620
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts477
AUM (Assets Under Management)$ 73,000,000

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.

Company Information


DIVERSIFIED WEALTH ADVISORS, LLC

CRD#: 311903Kansas City, MO 64116

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