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Kent Stelljes

Investment adviser representative at Diversified Wealth Advisors, LLC
19 yearsExperience
2 statesRegistered in
$138MFirm assets
Under 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

19 years in the industry.

  1. React HealthJun 2023 to now
  2. Diversified Wealth Advisors, LLCJan 2021 to now
  3. Philips North AmericaSep 2021 to Jun 2023
  4. City of WestonApr 2021 to Apr 2025
  5. Philips North AmericaJul 2018 to Nov 2020
  6. Edward JonesOct 2016 to Nov 2017
  7. Advanced Medical Dme/pm Sleep LabFeb 2015 to Jul 2018
  8. City of WestonApr 2011 to Apr 2017
  9. The Childrens Mercy HospitalFeb 2007 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2017
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (MO, TX).

Diversified Wealth Advisors, LLC

$138MAssets managed
408Clients
3Advisers
Under 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
6726607
Firm CRD
311903
Advisor's SEC record (opens in a new tab)
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