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Troy Gudmund Stovern

Truenorth Wealth & Impact, LLC

Joplin, MO

CRD 4087039

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Employer firm

Truenorth Wealth & Impact, LLC CRD 321238

$456M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Truenorth Wealth & Impact, Llc

4037 Gateway Drive, Joplin, MO 64804 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-20
MO RA APPROVED 2022-08-08
  • TX RA
    APPROVED
    Since 2022-09-20
  • MO RA
    APPROVED
    Since 2022-08-08

Branch Locations

4037 Gateway Drive, Joplin, MO 64804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Joplin MO 05/2009 11/2016
Wells Fargo Clearing Services, Llc Joplin MO 11/2016 08/2022
Truenorth Wealth & Impact Joplin MO 08/2022 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Joplin, MO
  • 11/2016 → 08/2022
    Wells Fargo Clearing Services, Llc
    Joplin, MO
  • 08/2022 → Present
    Truenorth Wealth & Impact
    Joplin, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-19
S63 Uniform Securities Agent State Law Examination 2000-02-02
  • S66 Uniform Combined State Law Examination
    2005-08-19
  • S63 Uniform Securities Agent State Law Examination
    2000-02-02
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ARVEST WEALTH MANAGEMENT
CREATIVE FINANCIAL DESIGNS, INC.
EDWARD JONES

Nearby Investors

GARRETT N. TAYLOR
Ashley Regina Franco
Rina R Mehta

Nearby Offices

ARVEST WEALTH MANAGEMENT · JOPLIN, MO
CREATIVE FINANCIAL DESIGNS, INC. · Joplin, MO
EDWARD JONES · JOPLIN, MO

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