Wealthsource®

Wealthsource® (CRD# 282202) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $1,928,232,655 in 5,116 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,928
    MILLION
  • Total Number of Accounts
    5,116
    ACCOUNTS
  • Average Account Value
    $376,902
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 49 top financial advisors.
1
Donald N. Bateman
CRD#: 4022892
10641 Deerbrook Drive, Suite 100, Knoxville, TN 37922

Donald Bateman (CRD# 4022892) is an Investment Advisor Representative working at Wealthsource® in Knoxville, TN and has over 23 years of experience in the finance industry.

2
David E. Baysinger
CRD#: 4526012
165 Caprice Court, Unit A, Castle Rock, CO 80109

David Baysinger (CRD# 4526012) is an Investment Advisor Representative working at Wealthsource® in Castle Rock, CO and has over 24 years of experience in the finance industry. David Baysinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher A. Benson
CRD#: 2554227
Centennial, CO

Christopher Benson (CRD# 2554227) is an Investment Advisor Representative working at Wealthsource® in Centennial, CO and has over 13 years of experience in the finance industry.

4
Jeffrey C. Brewer
CRD#: 5977196
Charlotte, NC

Jeffrey Brewer (CRD# 5977196) is an Investment Advisor Representative working at Wealthsource® in Charlotte, NC and has over 8 years of experience in the finance industry. Jeffrey Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael P. Brewer
CRD#: 5546428
508 W. 12th Street, Austin, TX 78701

Michael Brewer (CRD# 5546428) is an Investment Advisor Representative working at Wealthsource® in Austin, TX and has over 14 years of experience in the finance industry.

6
Wesley R. Brown
CRD#: 3251052
2125 S. Broadway, Suite 110, Santa Maria, CA 93454

Wesley Brown (CRD# 3251052) is an Investment Advisor Representative working at Wealthsource® in Santa Maria, CA and has over 23 years of experience in the finance industry. Wesley Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Alan H. Campbell
CRD#: 39028
3255 Old Conejo Road, Suite 110, Thousand Oaks, CA 91320

Alan Campbell (CRD# 39028) is an Investment Advisor Representative working at Wealthsource® in Thousand Oaks, CA and has over 32 years of experience in the finance industry.

8
Bryan D. Cannon
CRD#: 4404016
Park City, UT

Bryan Cannon (CRD# 4404016) is an Investment Advisor Representative working at Wealthsource® in Park City, UT and has over 21 years of experience in the finance industry.

9
Andrew Davis
CRD#: 5823706
99 E. Main Street, Suite 200, Franklin, TN 37064

Andrew Davis (CRD# 5823706) is an Investment Advisor Representative working at Wealthsource® in Franklin, TN and has over 12 years of experience in the finance industry.

10
Kelly M. Elsensohn
CRD#: 5646181
165 Caprice Court, Unit A, Castle Rock, CO 80109

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. Kelly Elsensohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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