Advisors at this firm
Bradford B
Series 63, Series 65
Kansas City, MO
Diversified Wealth Advisors, LLC
Bradford Buckler is a financial advisor at Diversified Wealth Advisors, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at several firms including Madison Avenue Securities, Taylor Capital Management, and Trustmont Financial Group. Buckler is also the owner and agent of Successful Retirement, Inc., an insurance agency he has operated since 1997. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, offering tailored investment recommendations and educational seminars. The firm uses a multi-sub-advisor model to manage portfolios and emphasizes regular account reviews aligned with client objectives.
Kent S
Series 65, Series 66
Kansas City, MO
Diversified Wealth Advisors, LLC
Kent Stelljes is a financial advisor at Diversified Wealth Advisors, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses. Outside of advising, he works as a Business Development Specialist at React Health, a sleep and respiratory manufacturing company. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients. The firm uses a multi-sub-advisor model to manage client portfolios and offers educational seminars and workshops to the public.
Bryan S
CFP®, Series 65
Kansas City, MO
Diversified Wealth Advisors, LLC
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.