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Bryan David Stobb

DEW Wealth Management

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About Bryan David Stobb

Bryan Stobb is a financial advisor with Dew Wealth Management. Bryan has been in the financial services industry for more than 10 years. Bryan holds the Series 6, 7, 63, and 65 licenses. Bryan holds the Certified Financial Planner designation. Bryan works with individuals and families to help them achieve their financial goals. Bryan is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Bryan Stobb is currently registered with DEW Wealth Management. DEW Wealth Management is a Scottsdale, AZ-based firm that provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of other advisers. The firm manages approximately $293,870,662 in assets for 511 clients, including high-net-worth individuals and charitable organizations. DEW Wealth Management is a Registered Investment Advisor (RIA) with the SEC, and participates in wrap fee programs.
DEW Wealth Management

8888 E. RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$293.87M

Assets Under Management

130

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage retirement plan assets under advisement

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Bryan Stobb’s Registration & Firm History

IA

07/08/2022 - Present

DEW Wealth Management (SWISHER IA)

IA

05/02/2012 - 07/16/2019

WELLS FARGO CLEARING SERVICES, LLC (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 05/30/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/01/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan David Stobb.
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