Luke Daniel Ross
Investment adviser representative at Canvas Wealth Advisors, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$929.2MFirm assets
Are you Luke Daniel Ross? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Canvas Wealth Advisors, LLCMay 2020 to now
- Full Time StudentSep 2004 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (KS).
Canvas Wealth Advisors, LLC
$929.2MAssets managed
553Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7285916
- Firm CRD
- 306343