Wealthsource Partners, LLC

Wealthsource Partners, LLC (CRD# 282202) is a financial advisory firm headquartered in Arroyo Grande, CA. They manage $657,192,966 in 2,687 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    657
    MILLION
  • Total Number of Accounts
    2,687
    ACCOUNTS
  • Average Account Value
    $244,582
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, HI, ID, IL, LA, MA, MI, MT, NE, NH, NJ, NM, NV, OK, OR, SC, TX, VA, WA, WI, WY

Financial Advisors at Wealthsource Partners, LLC
Showing 1 - 10 of 31 top financial advisors.
1
Patrick E. Huey
CRD#: 5005878
PO Box 532, Camas, WA 98607
103
Wealthminder
score

Veteran financial advisor, Patrick Huey, has founded Victory Independent Planning to help west coast private clients and charitable organizations optimize their financial strategies. Huey is a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®, and holds a Master of Business Administration.  The name, Victory Independent Planning, is a nod to Huey's service as a United States Naval Flight Officer: during two oversees deployments, he flew the F-14B Tomcat with the Jolly Rogers Fighter Squadron 103, which uses the radio callsign "Victory." 

 

Patrick Huey, Owner & Principal Advisor, states, "My goal is to be a difference maker for my clients -- helping people and the causes they care about dream and design their financial strategies. Whether it's planning for individual retirement, business succession or helping an organization meet its mission goals, my specialty is charting a course so clients can have maximum impact."  He continues, "Our mission is to provide a VIP Experience for our clients -- an effective financial relationship anchored by breadth and depth of expertise, stewardship over sales, independence over corporate interest, proactive and personalized service, and value focus."  Huey has over 20 years of leadership experience including more than  a decade in financial services.  He is the volunteer Treasurer for Portland's Sunshine Division, a food and clothing relief organization and authors History Lessons, a blog drawing on historical anecdotes to teach investment lessons.

 

Victory Independent Planning offers investment, retirement and philanthropic planning services, and serves clients along the West Coast. Investment advisory services offered through WealthSource Partners, LLC, a registered investment adviser.  Registration does not imply any certain level of skill or training.

2
Evan C. Barrett
CRD#: 5480678
21550 Oxnard Street, Suite 480, Woodland Hills, CA 91367
96
Wealthminder
score

Evan Barrett (CRD# 5480678) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Woodland Hills, CA and has over 10 years of experience in the finance industry. Evan Barrett 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.

3
Christopher A. Benson
CRD#: 2554227
9155 E. Nichols Avenue, Suite 175, Centennial, CO 80112
96
Wealthminder
score

Christopher Benson (CRD# 2554227) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Centennial, CO and has over 8 years of experience in the finance industry. Christopher Benson 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.

4
Victor T. Guettlein
CRD#: 2480927
6355 Ward Road, Suite 306, Arvada, CO 80004
96
Wealthminder
score

Victor Guettlein (CRD# 2480927) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Arvada, CO and has over 23 years of experience in the finance industry. Victor Guettlein 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.

5
Keith A. Jaskulski
CRD#: 4557649
2500 Grubb Road, Suite 211, Wilmington, DE 19810
96
Wealthminder
score

Keith Jaskulski (CRD# 4557649) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Wilmington, DE and has over 15 years of experience in the finance industry. Keith Jaskulski 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.

6
Amy E. Mahlen
CRD#: 4692263
Aurora, CO
96
Wealthminder
score

Amy Mahlen (CRD# 4692263) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Aurora, CO and has over 14 years of experience in the finance industry. Amy Mahlen 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.

7
Joel K. Propst
CRD#: 2029338
4251 Kipling Street, Suite 140, Wheat Ridge, CO 80033
96
Wealthminder
score

Joel Propst (CRD# 2029338) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Wheat Ridge, CO and has over 25 years of experience in the finance industry.

8
Adolph Ringer
CRD#: 2523291
Arroyo Grande, CA
96
Wealthminder
score

Adolph Ringer (CRD# 2523291) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Arroyo Grande, CA and has over 23 years of experience in the finance industry.

9
Bryan D. Cannon
CRD#: 4404016
Columbine, CO
93
Wealthminder
score

Bryan Cannon (CRD# 4404016) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Columbine, CO and has over 16 years of experience in the finance industry.

10
Davee N. Hazama
CRD#: 3197620
265 S. Randolph Avenue, Suite 250, Brea, CA 92821
93
Wealthminder
score

Davee Hazama (CRD# 3197620) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Brea, CA and has over 19 years of experience in the finance industry.

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