Bryan Vowels is a CFA, CFP-designated registered investment advisor at Truenorth Wealth & Impact, LLC, based in Joplin, MO, with 26 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 401 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may be based on cumulative household assets and are negotiable at the firm's sole discretion.
Fee Estimator
Location
4037 Gateway Drive, Joplin, MO, 64804
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Bryan owns 100% of 7 Pillars Real Estate, LLC, a real estate holdings company, since 2022. This investment-related activity requires a few hours per week, with minimal time during trading hours.
Employment History
Current Registrations
Truenorth Wealth & Impact, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Investment Professionals, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Troy Stovern, CFPTruenorth Wealth & Impact, LLC
- Hailey Vanslyke, CFPLPL Enterprise, LLC
- Jeffrey Baker, CFPWells Fargo Advisors
- Garrett Taylor, CFPArvest Wealth Management
- Michael Swanson, CFPEdward Jones
- Steve Giles, PFSCetera Investment Advisers LLC