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Scott Robert Wesley

CANVAS WEALTH ADVISORS, LLC·SHAWNEE, Kansas
SIE, Series 7, Series 31, Series 63, Series 65Clean record24 years registeredCANVAS WEALTH ADVISORS, LLC
6136 NIEMAN ROAD, SHAWNEE, KS 66203CRD# 4402214Firm CRD# 306343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Robert Wesley · SHAWNEE, KS
Registration
CRD #4402214 · CANVAS WEALTH ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

CANVAS WEALTH ADVISORS, LLC
Dec 2019 – present
TWO WEST CAPITAL ADVISORS LLC
Dec 2018 – Jan 2020
OVERLAND PARK, KS
MARINER WEALTH ADVISORS
Jan 2009 – Dec 2018
LEAWOOD, KS
CITIGROUP GLOBAL MARKETS INC.
Dec 2002 – Jan 2009
KANSAS CITY, MO
MORGAN STANLEY
Apr 2002 – Dec 2002
KANSAS CITY, MO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · April 24, 2002
Years registered · 24
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 →
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05

Frequently Asked Questions

What services does Scott Robert Wesley offer?
Scott Robert Wesley specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SHAWNEE, Kansas for a consultation.
What are Scott Robert Wesley's credentials?
Scott Robert Wesley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Robert Wesley located?
Scott Robert Wesley 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 Scott Robert Wesley charge for services?
Scott Robert Wesley'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

Drew Ryan Waldron
SHAWNEE, KS

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