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Profil
Drew Ryan Waldron is the founder of Canvas Wealth Advisors LLC, which was founded in 2019.
He previously worked as a Director at the Society of Financial Service Professionals.
From 2011 to 2018, he worked at Mariner LLC as a Senior Wealth Advisor.
Mr. Waldron received his undergraduate degree from the University of Kansas in 2008.
Postes actifs de Drew Ryan Waldron
Sociétés | Poste | Début |
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Canvas Wealth Advisors LLC
![]() Canvas Wealth Advisors LLC Investment ManagersFinance Canvas Wealth Advisors LLC (CWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Shawnee, Kansas. The firm was co-founded in 2019 and is primarily owned by Scott R. Wesley and Drew R. Waldron. CWA offers financial planning and investment management to individuals, their families, and their businesses nationwide. | Fondateur | 01/01/2019 |
Anciens postes connus de Drew Ryan Waldron
Sociétés | Poste | Fin |
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Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Corporate Officer/Principal | 01/12/2018 |
Society of Financial Service Professionals
![]() Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Directeur/Membre du Conseil | - |
Formation de Drew Ryan Waldron
University of Kansas | Undergraduate Degree |
Expériences
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Sociétés liées
Entreprise privées | 3 |
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Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Society of Financial Service Professionals
![]() Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Finance |
Canvas Wealth Advisors LLC
![]() Canvas Wealth Advisors LLC Investment ManagersFinance Canvas Wealth Advisors LLC (CWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Shawnee, Kansas. The firm was co-founded in 2019 and is primarily owned by Scott R. Wesley and Drew R. Waldron. CWA offers financial planning and investment management to individuals, their families, and their businesses nationwide. | Finance |