Bryan D. Stober

DIVERSIFIED WEALTH ADVISORS

Kansas City, MO 64116

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CRD#: 7344941

Professional summary

Bryan David Stober, CFP®, who also goes by David Stober, is a registered financial advisor currently at DIVERSIFIED WEALTH ADVISORS, LLC located in Kansas City, Missouri.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Bryan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Stober

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 Bryan David Stober'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®

CFP^®

Certified Financial Planner

Experience

Current

March 27, 2024 - 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 15, 2021 - December 22, 2023

KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 172528

KANSAS CITY, 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
(3/27/2024)

IAR

Missouri
(3/27/2024)

IAR

Texas
(3/27/2024)

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: 3/14/2021

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	477
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.

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Bryan D. Stober

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan David Stober's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERSIFIED WEALTH ADVISORS, LLC

KANSAS CITY PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/2021

Current Firm

DIVERSIFIED WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DIVERSIFIED WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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