Joseph
Morrow
Canvas Wealth Advisors, LLC
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About this Advisor
Joseph Morrow is a financial advisor operating out of Shawnee, Kansas with a total of 2 years of industry experience. Morrow is an advisor for Canvas Wealth Advisors, LLC. Throughout their career, they have worked at Canvas Wealth Advisors, LLC, Kpmg Llp and N/A. Morrow holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Kansas. Canvas Wealth Advisors, LLC is a financial advisory company that has its headquarters in Shawnee, KS. The investment advisory business has a total of 10 financial advisors. It oversees $434 million in total assets between its 1,742 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advice to five charities and foundations. Of its 1,742 customer accounts, 38% belong to high-net-worth investors who have greater than $1 million in investable assets. Canvas Wealth Advisors, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically are based on the services offered. However, fee types billed by Canvas Wealth Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Canvas Wealth Advisors, LLC Brokerage Details
$434,047,669
10
1,742
$249,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Morrow Work History
Joseph has been registered as a financial advisor for 2 years.*
Canvas Wealth Advisors, LLC
Kpmg Llp
N/A
N/A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Morrow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Canvas Wealth Advisors, LLC
Shawnee, KS
Shawnee, KS
Shawnee, KS
Shawnee, KS
Shawnee, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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