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Drew Ryan Waldron

CANVAS WEALTH ADVISORS, LLC·SHAWNEE, Kansas
Series 65Clean record13 years registeredCANVAS WEALTH ADVISORS, LLC
6136 NIEMAN ROAD, SHAWNEE, KS 66203CRD# 4999151Firm CRD# 306343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Drew Ryan Waldron · SHAWNEE, KS
Registration
CRD #4999151 · CANVAS WEALTH ADVISORS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

CANVAS WEALTH ADVISORS, LLC
Dec 2019 – present
TWO WEST CAPITAL ADVISORS LLC
Dec 2018 – Apr 2020
OVERLAND PARK, KS
MARINER WEALTH ADVISORS
Mar 2015 – Mar 2018
LEAWOOD, KS
MARINER WEALTH ADVISORS
Sep 2012 – Dec 2018
LEAWOOD, KS
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 12, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CANVAS WEALTH ADVISORS, LLC
CRD 306343 · SEC 801-117767
AUM
$624M
Regulatory assets under management
Employees
11
1,989 client accounts
Services offered by CANVAS WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CANVAS WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Drew Ryan Waldron offer?
Drew Ryan Waldron specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SHAWNEE, Kansas for a consultation.
What are Drew Ryan Waldron's credentials?
Drew Ryan Waldron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Drew Ryan Waldron located?
Drew Ryan Waldron is based in SHAWNEE, Kansas, working with CANVAS WEALTH ADVISORS, LLC. Their office serves clients in the SHAWNEE metropolitan area and surrounding communities.
How does Drew Ryan Waldron charge for services?
Drew Ryan Waldron's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANVAS WEALTH ADVISORS, LLC?
CANVAS WEALTH ADVISORS, LLC has approximately 11 employees and manages $624M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CANVAS WEALTH ADVISORS, LLC

Scott Robert Wesley
SHAWNEE, KS

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kansas
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Research
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