Wealthsource®
Wealthsource® (CRD# 282202) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $1,915,866,644 in 6,375 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,916MILLION
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Total Number of Accounts6,375ACCOUNTS
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Average Account Value$300,528
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
David Baysinger (CRD# 4526012) is an Investment Advisor Representative working at Wealthsource® in Castle Rock, CO and has over 25 years of experience in the finance industry.
Alan Campbell (CRD# 39028) is an Investment Advisor Representative working at Wealthsource® in Bell Canyon, CA and has over 34 years of experience in the finance industry.
Kelly Elsensohn (CRD# 5646181) is an Investment Advisor Representative working at Wealthsource® in Castle Rock, CO and has 1 year of experience in the finance industry.
Robert Gavlak (CRD# 5686543) is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER(TM) working at Strategic Wealth Partners, Ltd. based in Independence, OH and has over 7 years of experience in the finance industry. Bob also runs the office in Columbus, OH as an extension to the main office and operations.
A graduate of Case Western Reserve University in Cleveland, OH, Bob loves the challenges of helping his clients navigate the problems in their lives through personal, thoughtful interactions.
As a Clevelander born and raised, Bob's midwest roots keep him tied to Cleveland sports teams, the Ohio State Buckeyes, and wrestling. He passes this love onto his family - including his wife and their three children.
Bob is also president of the Ohio Chapter of Gift of Adoption, a non-profit put in place to help fund grants to families looking to adopt vulnerable children to give them an opportunity to thrive.
Mark Maguire (CRD# 5494280) is an Investment Advisor Representative working at Wealthsource® in Highlands Ranch, CO and has over 15 years of experience in the finance industry.
Jason Mirabella (CRD# 4336989) is the founder of Henfruit, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.
Sean Newsom (CRD# 4176993) is an Investment Advisor Representative working at Wealthsource® in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Timothy Power (CRD# 4746589) is an Investment Advisor Representative working at Wealthsource® in Austin, TX and has over 19 years of experience in the finance industry.
Daniel Rohr (CRD# 6236648) is an Investment Advisor Representative working at Wealthsource® in Arroyo Grande, CA and has 1 year of experience in the finance industry.
Christopher Shea (CRD# 4244023) is an Investment Advisor Representative working at Wealthsource® in Old Greenwich, CT and has over 23 years of experience in the finance industry.