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Bryan Stober

Advisor at Diversified Wealth Advisors, LLC

Updated today
Diversified Wealth Advisors, LLC logo

Firm

Diversified Wealth Advisors, LLC

Location

Kansas City, MO 64116

Credentials

CFP®, Series 65

Industry experience

4 years

About

Bryan Stober is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Diversified Wealth Advisors, LLC and has previously worked at Kansas City Private Wealth Management, Miller, Haviland, Ketter PC, PA, and Cbiz. Diversified Wealth Advisors, LLC provides discretionary asset management and financial planning primarily to individual clients. The firm delivers investment recommendations tailored to client objectives and uses a multi-sub-advisor model to manage portfolios.

Client services

Based on Diversified Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Diversified Wealth Advisors, LLC

Wealth management Tax-loss harvesting General tax planning Retirement withdrawal strategies

Fee options

Fixed

Seminars and workshops fee up to $50 for books and materials.

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.80%

Commissions

Investment Advisor Representatives receive commissions from insurance product sales as licensed insurance agents.

Location

1251 Nw Briarcliff Parkway, Suite 140

Kansas City, MO 64116

Most active in

Kansas · Missouri · Texas

Work history

Diversified Wealth Advisors, LLC

2024 - Present (2 years)

Diversified Wealth Advisors, LLC

2024 - 2024 (1 year)

Kansas City Private Wealth Management

2021 - 2023 (2 years)

Miller, Haviland, Ketter PC, PA

2019 - 2020 (1 year)

Cbiz

2018 - 2018 (1 year)

Cbiz

2017 - 2017 (1 year)

Johnny Kaws

2017 - 2019 (2 years)

Full-Time Student

2009 - 2018 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James B

Series 63, Series 66

Kansas City, MO

Grand Street Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)

Kyle H

CFP®

Kansas City, MO

Hill-Top Financial Planning, LLC

Growing up I had always dreamed of owning my own business. I was first inspired by my grandparents who owned an insurance business in a small Kansas town. I grew up in Manhattan, Kansas and attended Kansas State University where I studied Business Administration and Leadership Studies. Upon graduation, I moved to Kansas City and married my college sweetheart. I decided to enter the banking industry because I wanted to help people achieve financial life milestones. The bank I worked at was located in a disadvantaged neighborhood with high rates of poverty. It was this job that reinforced lessons I had been taught early in life on empathy, compassion, and the importance of financial independence. After gaining new perspectives in banking, I joined a wealth management firm where I spent six years in the investment world. It was at this time that my wife and I went through Dave Ramsey’s Financial Peace University, a class that forever changed my perspective on personal finance and altered my life trajectory. I went on to earn a Master of Science in Finance and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. When completing my studies I remember thinking to myself, “Why isn’t anyone working with my generation?”. I was routinely told that it could not be done because young people lacked the amount of investable assets needed to be desirable clients. In other words, most financial advisors considered working with young people a waste of their time. This narrative continued to weigh on my mind until I discovered XY Planning Network (XYPN), a network for financial planners catering to younger clients in an objective, fee-only capacity. I have since become a member of XYPN to define my vision of helping younger generations develop a plan to succeed financially so that they may live a great life and do good in the world. Monthly Fee Starting @: $109/mo (Singles) & $159/mo (Couples) Quarterly Fee Starting @: $327/qt (Singles) & $477/qt (Couples) Flat Fee: $600+/One Time Engagement AUM: 0.50% ($300 min/annual) I continue to call Kansas City home with my wife, our two young sons, and our dog Charlie. When I am not drawing up financial plans for clients, I enjoy coaching my sons in sports (baseball), cheering on the K-State Wildcats, the Kansas City Royals, and the Kansas City Chiefs, and participating in my fantasy football leagues (This year is the year baby!).

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Married/Couples/Partners Parents Young Professionals Gen Y/Millennials (Born 1980-1995)
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Andrew F

CFP®, Series 63, Series 66

North Kansas City, MO

Flattery Wealth Management LLC

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.)
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Tyler L

Series 65

Kansas City, MO

Tandem Financial Guidance, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Business exit / sale strategy
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Tressa W

Series 65

Merriam, KS

Retirement Planning Specialists - Midwest, LLC

General retirement planning Income planning General tax planning
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Sandra W

CFP®, CFA®, Series 65

Prairie Village, KS

Weaver Financial

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management
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