Unclaimed
Reed Benjamin Roney is an Investment Advisor Representative associated with Canvas Wealth Advisors, LLC. Reed is registered with the state of Kansas, and the firm is headquartered in Shawnee, KS. Reed is a dedicated professional who provides financial advice to individuals, businesses, and charitable organizations. He has a proven track record of success in helping clients achieve their financial goals. Reed is committed to providing personalized service and tailored financial solutions.
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.
1
2
KS
05/24/2023 - Present
Canvas Wealth Advisors, LLC (SHAWNEE KS)
IA
Issued 05/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Reed Roney is the right advisor for you? Invested Better is here to help.