Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Daniel Ross is a financial advisor who is currently registered with Canvas Wealth Advisors, LLC in Shawnee, Kansas. Luke has been in the industry since May 2020. Luke's firm has a total of 10 clients with $713 million in assets under management. Luke is a Certified Financial Planner and holds the Series 65 license. Luke specializes in portfolio management, financial planning, and pension consulting. Luke also has experience working with charitable organizations, high-net-worth individuals, pooled investment vehicles, corporations, and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
08/12/2020 - Present
Canvas Wealth Advisors, LLC (SHAWNEE KS)
IA
Issued 08/05/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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