Canvas Wealth Advisors, LLC
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About this Advisor
Luke Ross is a certified financial planner who works out of Shawnee, Kansas with 3 years of industry experience. Ross works at Canvas Wealth Advisors, LLC. Over the course of their career, Ross has held roles at Full Time Student and Canvas Wealth Advisors, LLC. Ross maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Kansas. Canvas Wealth Advisors, LLC is a firm that has its headquarters in Shawnee, KS. The investment advisory business has a total of 10 employees. It oversees $434 million in assets between its 1,742 customer accounts, making it one of the bigger firms in the country by assets under management. The firm advises five charitable organizations. Of its 1,742 customer accounts, 38% belong to high-net-worth investors who have more than $1 million in investable assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely depend on the type of financial services. Fees charged by Canvas Wealth Advisors, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Canvas Wealth Advisors, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Luke Ross Work History
Luke has been registered as a financial advisor for 3 years.*
Canvas Wealth Advisors, LLC
Full Time Student
*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.
Please visit the SEC profile of Luke Ross 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
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 email@example.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.