Canvas Wealth Advisors, LLC

Canvas Wealth Advisors, LLC (CRD# 306343) is a financial advisory firm headquartered in Shawnee, KS. They manage $527,200,419 in 1,980 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6136 Nieman Road, Shawnee, KS 66203
https://canvaswealthadvisors.com
By the Numbers
  • Total Assets Under Management
    527
    MILLION
  • Total Number of Accounts
    1,980
    ACCOUNTS
  • Average Account Value
    $266,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, NE, TX

Financial Advisors at Canvas Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Drew Waldron, financial advisor Shawnee KS
Drew R. Waldron
CRD#: 4999151
6136 Nieman Road, Shawnee, KS 66203

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.

2
Scott Wesley, financial advisor Shawnee KS
Scott R. Wesley
CRD#: 4402214
6136 Nieman Road, Shawnee, KS 66203

Scott Wesley (CRD# 4402214) is an Investment Advisor Representative working at Canvas Wealth Advisors, LLC in Shawnee, KS and has over 22 years of experience in the finance industry.

3
Joshua Zach, financial advisor Shawnee KS
Joshua W. Zach
CRD#: 7053988
6136 Nieman Road, Shawnee, KS 66203

Joshua Zach (CRD# 7053988) is an Investment Advisor Representative working at Canvas Wealth Advisors, LLC in Shawnee, KS and has over 5 years of experience in the finance industry.

4
Joseph Morrow, financial advisor Shawnee KS
Joseph B. Morrow
CRD#: 7438049
6136 Nieman Road, Shawnee, KS 66203

Joseph Morrow (CRD# 7438049) is an Investment Advisor Representative working at Canvas Wealth Advisors, LLC in Shawnee, KS and has over 2 years of experience in the finance industry.

5
Reed Roney, financial advisor Shawnee KS
Reed B. Roney
CRD#: 7703927
6136 Nieman Road, Shawnee, KS 66203

Reed Roney (CRD# 7703927) is an Investment Advisor Representative working at Canvas Wealth Advisors, LLC in Shawnee, KS and has 1 year of experience in the finance industry.

6
Luke Ross, financial advisor Shawnee KS
Luke D. Ross
CRD#: 7285916
6136 Nieman Road, Shawnee, KS 66203

Luke Ross (CRD# 7285916) is an Investment Advisor Representative working at Canvas Wealth Advisors, LLC in Shawnee, KS and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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