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Reed Benjamin Roney

Canvas Wealth Advisors, LLC

Shawnee, KS

CRD 7703927

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Employer firm

Canvas Wealth Advisors, LLC CRD 306343

$929M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting

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

Current Employers
Canvas Wealth Advisors, Llc

6136 Nieman Road, Shawnee, KS 66203 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-05-24
  • KS RA
    APPROVED
    Since 2023-05-24

Branch Locations

6136 Nieman Road, Shawnee, KS 66203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Canvas Wealth Advisors, Llc Shawnee KS 02/2023 Present
N/A Northfield MN 09/2007 02/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-24
  • S65 Uniform Investment Adviser Law Examination
    2023-05-24

View on SEC IAPD

Nearby Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Jason Wade Haney
Nathan W Haney
Hardeep Neena Kaur

Nearby Offices

EDWARD JONES · SHAWNEE, KS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SHAWNEE, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Shawnee, KS

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