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Ron Dietz

Sarver Vrooman Wealth Advisors LLC

Kansas City, MO

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Current Employers
Sarver Vrooman Wealth Advisors Llc

9237 Ward Parkway Suite 320, Kansas City, MO 64114 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-02-24
MO RA APPROVED 2025-02-24
TX RA APPROVED 2025-02-24
  • KS RA
    APPROVED
    Since 2025-02-24
  • MO RA
    APPROVED
    Since 2025-02-24
  • TX RA
    APPROVED
    Since 2025-02-24

Branch Locations

9237 Ward Parkway Suite 320, Kansas City, MO 64114 • 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
Calamos Financial Services Llc Naperville IL 01/2010 02/2023
Wells Fargo Advisors Financial Network, Llc Kansas City MO 03/2023 02/2025
Sarver Vrooman Wealth Advisors Llc Kansas City MO 02/2025 Present
Previous Registrations
Other Businesses

R3D3, LLC, INVT RELATED, LEAWOOD, KS, 100% OWNERSHIP, START DATE 4/3/2023, 0 HRS PER MONTH AND DURING TRADING, FINET HOLDING COMPANY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-09
S63 Uniform Securities Agent State Law Examination 2008-01-05
  • S65 Uniform Investment Adviser Law Examination
    2023-03-09
  • S63 Uniform Securities Agent State Law Examination
    2008-01-05
Other Names
  • Ronald Dietz
  • Ronald James Dietz
  • Ron Dietz

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

More in Kansas City, MO

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