Drew Waldron (CRD# 4999151) is an Investment Advisor Representative working at Canvas Wealth Advisors, LLC in Shawnee, KS and has over 11 years of experience in the finance industry. Drew Waldron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canvas Wealth Advisors, LLC | Overland Park, KS | Dec 2019 - Current | 4 |
| Two West Capital Advisors LLC | Kansas City, MO | Dec 2018 - Current | 5 |
| Mariner Wealth Advisors | Leawood, KS | Sep 2011 - Dec 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
- KS
- TX
-
Total Assets Under Management527MILLIONS
-
Total Number of Accounts1,980ACCOUNTS
-
Average Account Value$266,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
KS, MO, NE, TX
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