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Bryan David Stober

Diversified Wealth Advisors, LLC

Kansas City, MO

CRD 7344941

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Employer firm

Diversified Wealth Advisors, LLC CRD 311903

$138M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Diversified Wealth Advisors, Llc

1251 Nw Briarcliff Parkway Suite 140, Kansas City, MO 64116 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-03-27
MO RA APPROVED 2024-03-27
TX RA APPROVED 2024-03-27
  • KS RA
    APPROVED
    Since 2024-03-27
  • MO RA
    APPROVED
    Since 2024-03-27
  • TX RA
    APPROVED
    Since 2024-03-27

Branch Locations

1251 Nw Briarcliff Parkway Suite 140, Kansas City, MO 64116 • 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
Kansas City Private Wealth Management Kansas City MO 03/2021 12/2023
Miller, Haviland, Ketter Pc, Pa Westwood KS 01/2019 12/2020
Johnny Kaws Kansas City MO 05/2017 01/2019
Cbiz Kansas City MO 01/2018 04/2018
Cbiz Kansas City MO 06/2017 08/2017
Full-Time Student Blue Springs MO 08/2009 12/2018
Diversified Wealth Advisors, Llc Kansas City MO 03/2024 Present
Diversified Wealth Advisors, Llc Kansas City MO 01/2024 03/2024
  • 03/2021 → 12/2023
    Kansas City Private Wealth Management
    Kansas City, MO
  • 01/2019 → 12/2020
    Miller, Haviland, Ketter Pc, Pa
    Westwood, KS
  • 05/2017 → 01/2019
    Johnny Kaws
    Kansas City, MO
  • 01/2018 → 04/2018
    Cbiz
    Kansas City, MO
  • 06/2017 → 08/2017
    Cbiz
    Kansas City, MO
  • 08/2009 → 12/2018
    Full-Time Student
    Blue Springs, MO
  • 03/2024 → Present
    Diversified Wealth Advisors, Llc
    Kansas City, MO
  • 01/2024 → 03/2024
    Diversified Wealth Advisors, Llc
    Kansas City, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-14
  • S65 Uniform Investment Adviser Law Examination
    2021-03-14
Designations
  • Certified Financial Planner
Other Names
  • David Stober

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

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