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Drew Ryan Waldron

CANVAS WEALTH ADVISORS, LLC·SHAWNEE, Kansas
Unclaimed Profile
6136 NIEMAN ROAD, SHAWNEE, KS 66203CRD# 4999151Firm CRD# 306343
01

About

Drew Ryan Waldron is a registered financial advisor based in SHAWNEE, Kansas, affiliated with CANVAS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CANVAS WEALTH ADVISORS, LLC
CANVAS WEALTH ADVISORS, LLC
AUM
$624M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CANVAS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4999151
Firm CRD# 306343
No disclosures on file
View on FINRA BrokerCheck →

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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 in SHAWNEE
Scott Robert Wesley — CANVAS WEALTH ADVISORS, LLCChristopher M Ross — CANVAS WEALTH ADVISORS, LLCRyan Matthew Lilja — CANVAS WEALTH ADVISORS, LLC
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
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