Troy Stovern (CRD# 4087039) is an Investment Advisor Representative working at Truenorth Wealth & Impact, LLC in Joplin, MO and has over 24 years of experience in the finance industry. Troy Stovern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4119891
Edward Jones
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vowels Stovern Wealth, LLC | Joplin, MO | Aug 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Joplin, MO | Nov 2016 - Aug 2022 | 5 |
| Wells Fargo Advisors LLC | Joplin, MO | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- MO
- TX
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Total Assets Under Management426MILLIONS
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Total Number of Accounts1,310ACCOUNTS
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Average Account Value$325,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, FL, KS, MO, OK, TX
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