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Scott Robert Wesley

CANVAS WEALTH ADVISORS, LLC·SHAWNEE, Kansas
Clean recordCANVAS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Robert Wesley 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
Introduction

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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# 4402214
Firm CRD# 306343
View on FINRA BrokerCheck →

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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

Ryan Matthew Lilja
SHAWNEE, KS
Christopher M Ross
SHAWNEE, KS
Drew Ryan Waldron
SHAWNEE, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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