Advisor at Dew Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dew Wealth Management
Location
Swisher, IA
Credentials
CFP®, Series 63, Series 65
Industry experience
11 years
Bryan Stobb is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Dew Wealth Management and has previously worked at BerganKDV Wealth Management and Wells Fargo in various roles. Outside of his advisory work, he owns and operates a single-family rental property. Dew Wealth Management provides investment management, financial planning, and coordinated family office services to individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs and frequently collaborates with clients’ other professional advisors while managing both discretionary and non-discretionary assets.
Based on Dew Wealth Management
Based on Dew Wealth Management
Family Office Assessment: $40,000 or $25,000 (discounted); FFO Essentials: $15,000; Wealth Builder: $24,000 ($2,000/month); Wealth Accelerator: $6,000/month; Virtual Family Office: $12,000/month; Maintenance Mode: $1,000/month; Educational workshops: $2,000 fixed fee.
Fee-only: Fixed fees ranging from $1,000 to $40,000 depending on service and scope; specific program fees detailed below.
Swisher, IA
Iowa · Texas
Dew Wealth Management, LLC
2022 - Present (4 years)
BerganKDV Wealth Management, LLC
2021 - 2022 (1 year)
Wells Fargo Clearing
2016 - 2021 (5 years)
WELLS FARGO Advisors, LLC
2012 - 2016 (4 years)
Wells FArgo Bank NA
2011 - 2021 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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