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Bryan Dale Vowels

TRUENORTH WEALTH & IMPACT, LLC·JOPLIN, Missouri
SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 65CFPCFAClean record15 years registeredTRUENORTH WEALTH & IMPACT, LLC
4037 GATEWAY DRIVE, JOPLIN, MO 64804CRD# 4194457Firm CRD# 321238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Dale Vowels · JOPLIN, MO
Registration
CRD #4194457 · TRUENORTH WEALTH & IMPACT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

TRUENORTH WEALTH & IMPACT, LLC
Aug 2022 – present
WELLS FARGO CLEARING SERVICES, LLC
Nov 2010 – Aug 2022
JOPLIN, MO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · November 4, 2010
Years registered · 15
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRUENORTH WEALTH & IMPACT, LLC
CRD 321238 · SEC 801-125773
AUM
$426M
Regulatory assets under management
Employees
4
1,310 client accounts
Services offered by TRUENORTH WEALTH & IMPACT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRUENORTH WEALTH & IMPACT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bryan Dale Vowels offer?
Bryan Dale Vowels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JOPLIN, Missouri for a consultation.
What are Bryan Dale Vowels's credentials?
Bryan Dale Vowels holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bryan Dale Vowels located?
Bryan Dale Vowels is based in JOPLIN, Missouri, working with TRUENORTH WEALTH & IMPACT, LLC. Their office serves clients in the JOPLIN metropolitan area and surrounding communities.
How does Bryan Dale Vowels charge for services?
Bryan Dale Vowels's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUENORTH WEALTH & IMPACT, LLC?
TRUENORTH WEALTH & IMPACT, LLC has approximately 4 employees and manages $426M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRUENORTH WEALTH & IMPACT, LLC

Troy Gudmund Stovern
JOPLIN, MO
CFP

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