Wesley Ellwood (CRD# 7453575) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Blue Springs, MO and has over 2 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Blue Springs, MO | Apr 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Blue Springs, MO | Oct 2021 - Current | 2 |
| Ellwood Investments | Blue Springs, MO | Oct 2021 - Current | 2 |
| Precision Elements, LLC | North Kansas City, MO | Mar 2021 - Sep 2021 | < 1 |
| Unemployed | Kansas City, MO | Sep 2020 - Feb 2021 | < 1 |
| Orizon Aerostructures | Olathe, KS | Nov 2017 - Aug 2020 | 2 |
| Nostrand Avenue Pub | Brooklyn, NY | Sep 2015 - Oct 2017 | 2 |
| Unemployed | Kansas City, MO | Jun 2015 - Aug 2015 | < 1 |
| Miq Logistics | Overland Park, MO | Aug 2014 - May 2015 | < 1 |
| Nova Tech | Lee's Summit, MO | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MO
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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