Diversified Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and financial planning primarily to individual clients, including high‑net‑worth households, charging percentage‑of‑AUM advisory fees and offering portfolio management through third‑party sub‑advisors and co‑advisors. It also offers educational seminars and workshops for the public, described in the brochure as educational in nature with a nominal materials fee.
Investment decisions are made through a combination of fundamental, technical, charting and cyclical analysis, and portfolios are customized to client objectives and risk tolerances. The firm delegates execution to sub‑advisors/co‑advisors, retains authority to appoint and terminate those managers, and discloses that underlying funds or strategies used by those managers may employ investment practices (including the use of derivatives) that increase risk.
Notable features disclosed in the brochure include a prior regulatory sanction in 2001—an acceptance of findings that resulted in a fine and a 60‑day suspension related to selling unregistered securities—and an affiliation between the firm’s managing member and an insurance business, with roughly 40% of that person’s time spent as a licensed insurance agent earning commissions. Together with the firm’s reliance on sub‑advisors and its public education offering, these elements distinguish its operating model and potential conflicts of interest from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 1.05% $5,000,001 - $10,000,000: 0.95% $10,000,001+: 0.65%
Investment Advisor Representatives receive commissions from sale of insurance products as licensed insurance agents
Main office
1251 NW Briarcliff Parkway, Suite 140
Kansas City MO 64116
Advisors at this office
3
Most active in
Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Bradford B
Series 63, Series 65
Kansas City, MO
Diversified Wealth Advisors, LLC
Bradford Buckler is a financial advisor with Diversified Wealth Advisors, LLC in Kansas City, Missouri, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Diversified Wealth Advisors since 2020, following prior roles at 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, including high-net-worth households. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize portfolios and delegates portfolio management to third-party sub-advisors while offering educational seminars and workshops to the public.
Kent S
Series 65, Series 66
Kansas City, MO
Diversified Wealth Advisors, LLC
Kent Stelljes is a financial advisor with Diversified Wealth Advisors, LLC in Kansas City, MO, holding Series 65 and Series 66 licenses and six years of industry experience. His prior work includes roles at Edward Jones and Philips North America. Outside of financial advisory, he serves 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, including high-net-worth households. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize portfolios and delegates execution to sub-advisors while offering 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 Series 65 licensed advisor at Diversified Wealth Advisors, LLC with five years of industry experience. He previously worked at Kansas City Private Wealth Management and Miller, Haviland, Ketter PC, PA. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives, delegating execution to sub-advisors while offering educational seminars to the public.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)