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).

By the Numbers
  • Total Assets Under Management
    1,916
    MILLION
  • Total Number of Accounts
    6,375
    ACCOUNTS
  • Average Account Value
    $300,528
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wealthsource®
Showing 1 - 10 of 12 top financial advisors.
1
David E. Baysinger
CRD#: 4526012
509 Wilcox Street, Suite 107, Castle Rock, CO 80104

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.

2
Alan H. Campbell
CRD#: 39028
Bell Canyon, CA

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.

3
Kelly M. Elsensohn
CRD#: 5646181
509 Wilcox Street, Suite 107, Castle Rock, CO 80104

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.

4
Robert J. Gavlak
CRD#: 5686543
1554 Polaris Parkway, Suite 325, Columbus, OH 43240

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.

5
Mark C. Maguire
CRD#: 5494280
Highlands Ranch, CO

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.

6
Jason Mirabella, AIF®
CRD#: 4336989
Carmel, IN

Jason Mirabella (CRD# 4336989) is the founder of Henfruit, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.

7
Sean M. Newsom
CRD#: 4176993
San Luis Obispo, CA

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.

8
Timothy J. Power
CRD#: 4746589
Austin, TX

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.

9
Daniel J. Rohr
CRD#: 6236648
1277 E. Grand Avenue, Suite B, Arroyo Grande, CA 93420

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.

10
Christopher M. Shea
CRD#: 4244023
Old Greenwich, CT

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.

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