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Scott Robert Wesley

Canvas Wealth Advisors, LLC

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About Scott Robert Wesley

Scott Wesley is a financial advisor at Canvas Wealth Advisors, LLC. Scott has over 20 years of experience in the financial services industry. He is a registered Investment Advisor Representative in Kansas. Scott provides financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. Scott is also a Series 7, Series 31, and Series 65 licensed professional. Scott's prior experience includes positions at MSEC, LLC, Two West Capital Advisors LLC, and Citigroup Global Markets Inc.

Firm Information

Scott Wesley is currently registered with Canvas Wealth Advisors, LLC. Canvas Wealth Advisors, LLC is a registered investment advisor based in Shawnee, Kansas. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting services. They manage approximately $713 million in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Canvas Wealth Advisors, LLC

6136 NIEMAN ROAD

SHAWNEE, KS 66203

$713.00M

Assets Under Management

10

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Wesley’s Registration & Firm History

KS

12/13/2019 - Present

Canvas Wealth Advisors, LLC (SHAWNEE KS)

KS

05/19/2011 - 12/13/2018

MSEC, LLC (Overland Park KS)

KS

03/24/2009 - 03/02/2011

PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)

MO

12/13/2002 - 01/27/2009

CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)

NY

07/18/2001 - 12/18/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/21/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 07/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Robert Wesley.
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