Ron Dietz
Investment adviser representative at Sarver Vrooman Wealth Advisors LLC
16 yearsExperience
3 statesRegistered in
$452.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
16 years in the industry.
- Sarver Vrooman Wealth Advisors LLCFeb 2025 to now
- Wells Fargo Advisors Financial Network, LLCMar 2023 to Feb 2025
- Calamos Financial Services LLCJan 2010 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Sarver Vrooman Wealth Advisors LLC
$452.2MAssets managed
296Clients
4Advisers
1 yearIn 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
- 5464781
- Firm CRD
- 332699