Bryan Stobb has been an investment adviser representative at Dew Wealth Management since July 2022, and is not listed among the firm’s executive officers or direct owners. Bryan Stobb holds an MBA with an emphasis in Personal Financial Planning from Indiana Wesleyan University. Bryan Stobb studied at Mount Mercy University and Yale School of Management.
Dew Wealth Management, LLC is a Scottsdale, AZ firm with $465M under management, 246 clients and 24 advisers across 17 offices, as of its September 2026 filing.
Bryan Stobb is Director of Investments at Dew Wealth Management. He came to the firm after 10+ years of industry experience as a Senior Wealth Advisor and Portfolio Manager.
Bryan Stobb’s longest registration was 7 years at Wells Fargo Clearing Services, LLC (2012–2019). Before joining Dew Wealth Management in 2022, Bryan Stobb was registered through Bergankdv Wealth Management, LLC and Wells Fargo Clearing Services, LLC.
- Dew Wealth ManagementCurrent– present · 4 yearsSwisher, IA · Adviser representative · Firm CRD 114148
- Bergankdv Wealth Management, LLC– · under a yearCedar Rapids, IA · Adviser representative · Firm CRD 143038
- Wells Fargo Clearing Services, LLC– · 7 yearsCedar Rapids, IA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Dew Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Bryan Stobb is registered as an investment adviser representative in 2 states. Each was approved in July 2022.
- IowaSince 8 July 2022
- TexasSince 8 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 24 September 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 May 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 May 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 May 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bryan David Stobb
- CRD
- 6043571
- Firm
- Dew Wealth Management · CRD 114148
- Office
- Swisher, IA
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dewwealth.com
Where does Bryan Stobb work?
Bryan Stobb is an investment adviser representative registered through Dew Wealth Management, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Bryan Stobb a financial advisor?
Yes. Bryan Stobb has a current investment-adviser registration in Iowa and Texas, through Dew Wealth Management since July 2022.
How many years of experience does Bryan Stobb have?
Bryan Stobb has 12 years in the financial industry, since July 2014, across 3 adviser firms.
What exams has Bryan Stobb passed?
Bryan Stobb has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in May 2012. FINRA credited Bryan Stobb with the SIE, which began in October 2018.
Where did Bryan Stobb work before Dew Wealth Management?
Before Dew Wealth Management, Bryan Stobb was registered through Bergankdv Wealth Management, LLC, August 2021 to May 2022; Wells Fargo Clearing Services, LLC, May 2012 to July 2019.
Where is Bryan Stobb based?
Bryan Stobb’s registered office is in Swisher, IA.
Is Bryan Stobb registered with FINRA?
No. Bryan Stobb has no current broker registration.
Is Bryan Stobb a CFP?
Dew Wealth Management lists Bryan Stobb with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Bryan Stobb, CFP®, MBA, CIMA® biography, dewwealth.com
How can I verify Bryan Stobb’s record?
Search CRD 6043571 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Stobb’s full registration record.
