BS
CFP
BS
CFP

Bryan David Stobb

11 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningTax PlanningInvestment ManagementBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
176 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$361.9M

Fee Structure

Financial Planning:Investment management only
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Location

Swisher, IA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan owns and operates a single-family rental property through 406 Riverview, LLC. He spends a few hours per week on this investment-related activity.

Employment History
Current Registrations
Dew Wealth Management
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Bergankdv Wealth Management, LLC
August 2021 - May 2022 · 9 mos
Wells Fargo Clearing Services, LLC
May 2012 - July 2019 · 7 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
May 2012 - July 2019 · 7 yrs 2 mos
State Registrations2 states
IATX
Advisor
Exams
No exam information available for this advisor.