Bryan Dale Vowels
Investment adviser representative at Truenorth Wealth & Impact, LLC
17 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$456.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Truenorth Wealth & Impact, LLCAug 2022 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2022
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Truenorth Wealth & Impact, LLC
$456.2MAssets managed
401Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4194457
- Firm CRD
- 321238