Advisors at this firm
Ron D
Series 63, Series 65
Kansas City, MO
Sarver Vrooman Wealth Advisors LLC
Ron Dietz is a financial advisor at Sarver Vrooman Wealth Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network and Calamos Financial Services. Dietz is the sole owner of R3D3, LLC, a holding company based in Leawood, KS. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm tailors investment programs to client objectives and employs a range of analytical approaches, conducting quarterly account reviews and rebalancing as needed.
Jessica E
Series 63, Series 66
Kansas City, MO
Sarver Vrooman Wealth Advisors LLC
Jessica Estes Fleischmann is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment process is guided by client objectives and includes regular account reviews and rebalancing, offering services without account minimums or charges for financial planning.
Peter V
Series 63, Series 65
Kansas City, MO
Sarver Vrooman Wealth Advisors LLC
Peter Vrooman is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing Services, and Wells Fargo Advisors. He serves on the Board of Trustees for Barstow School, participating in budget, enrollment, fundraising, endowment portfolio performance, and strategic planning discussions. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client objectives and conducts regular account reviews with flexible investment approaches.
Thomas K
Series 66
Kansas City, MO
Sarver Vrooman Wealth Advisors LLC
Thomas King is a financial advisor at Sarver Vrooman Wealth Advisors LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Foreside Fund Services, LGT Capital Partners, and Hatteras Capital. King served in the 82nd Airborne Division of the US Army from 2016 to 2018. He is also the owner of TPK, LLC, a holding company for a financial practice. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm bases its investment process on client objectives, using various analytical methods, and offers services without account minimums or charges for financial planning.