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Kirby Adam Demoss

Divvi Wealth Management

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About Kirby Adam Demoss

Kirby Demoss is a financial advisor with Divvi Wealth Management. Kirby is a registered investment advisor in Iowa, Kansas, Missouri and Texas. Kirby has been a financial advisor for over 20 years and has a strong track record of success. Kirby works with individuals, families and businesses to help them achieve their financial goals.

Firm Information

Kirby Demoss is currently registered with Divvi Wealth Management. Divvi Wealth Management is a financial advisory firm with approximately $64.85 million in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. Divvi Wealth Management serves high-net-worth individuals, corporations, and individuals other than high-net-worth clients.

$64.85M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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other

Selection of other advisors fees

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Kirby Demoss’s Registration & Firm History

MO

06/03/2022 - Present

Divvi Wealth Management (NORTH KANSAS CITY MO)

KS

01/27/2006 - 08/11/2021

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

KS

01/27/2006 - 04/22/2021

WADDELL & REED (OVERLAND PARK KS)

MO

07/25/2001 - 01/18/2006

EDWARD JONES (KANSAS CITY MO)

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Licenses & Designations

BOTH

Issued 11/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2024

Series 27 - Financial and Operations Principal Examination

BC

Issued 03/29/2024

Series 24 - General Securities Principal Examination

BC

Issued 03/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kirby Adam Demoss. Review regulatory record here.
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