Wesley Ray Brown

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 09/2024
  Wealthsource Partners, Llc
  Santa Maria, CA
• 07/2016 → 12/2017
  Vellum Financial, Llc
  Santa Maria, CA
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2016-03-03 → 2024-10-26
  Wealthsource®
  Santa Maria, CA
  San Luis Obispo, CA
• 2016-09-21 → 2017-12-01
  Vellum Financial, Llc
  Santa Maria, CA
• 2008-01-01 → 2016-03-16
  Wells Fargo Clearing Services, Llc
  Arroyo Grande, CA
  Santa Maria, CA
• 2005-08-25 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Santa Maria, CA
  Santa Maria, CA
  St. Louis, MO
• 2000-05-12 → 2005-08-29
  Morgan Stanley Dw Inc.
  Santa Maria, CA

Exams

• S66 Uniform Combined State Law Examination
  1999-09-01

Designations

• Certified Financial Planner

Other Names

• Wes Brown