Advisor at Dyad Financial Group
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
Dyad Financial Group
Location
Mesa, AZ 85213
Credentials
Series 65, Series 66
Industry experience
16 years
Kent Stewart is a financial advisor with Dyad Financial Group in Mesa, Arizona, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has operated Dyad Financial Group since 2014 and owns Insurance Professionals of Arizona, an insurance business offering personal and commercial lines. Stewart is also an investor in Diamond Wholesalers LLC, a currently non-operational entity. Dyad Financial Group is a state-registered advisory firm providing discretionary portfolio management primarily for individuals and families. The firm employs a combination of fundamental and technical analysis across various investment strategies and maintains a hybrid model through its affiliation with insurance services.
Based on Dyad Financial Group
2% annually, charged quarterly in arrears. The 2% fee is negotiable for larger accounts.
Account minimum: $25,000 to invest (clients primarily have this amount), but no minimum required to obtain management services
3521 E Brown Rd
Mesa, AZ 85213
Arizona
Dyad Financial Group
2014 - Present (12 years)
Insurance Professionals of AZ
2008 - Present (18 years)
Diamond Wholesaleer L.L.C.
2002 - Present (24 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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
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CFP®, Series 63, Series 66
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Echelon Private Wealth LLC
CFP®, Series 65
Gilbert, AZ
Kingdom Wealth Advisers
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
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