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).
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Total Assets Under Management1,928MILLION
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Total Number of Accounts5,116ACCOUNTS
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Average Account Value$376,902
- 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
Carl Ermelbauer (CRD# 6674215) is an Investment Advisor Representative working at Wealthsource® in Woodland Hills, CA and has over 6 years of experience in the finance industry. Carl Ermelbauer 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.
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.
Justin Goodbread (CRD# 4746495) is an Investment Advisor Representative working at Wealthsource® in Knoxville, TN and has over 19 years of experience in the finance industry. Justin Goodbread 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.
Alan Goodman (CRD# 6247658) is an Investment Advisor Representative working at Wealthsource® in Boulder, CO and has over 9 years of experience in the finance industry.
Nicholas Gookin (CRD# 6871985) is an Investment Advisor Representative working at Wealthsource® in Dickinson, TX and has over 5 years of experience in the finance industry.
Eugene Gordon (CRD# 4744448) is an Investment Advisor Representative working at Wealthsource® in Palo Alto, CA and has over 19 years of experience in the finance industry.
Davee Hazama (CRD# 3197620) is an Investment Advisor Representative working at Wealthsource® in Diamond Bar, CA and has over 23 years of experience in the finance industry.
Angela Johnson (CRD# 4699400) is an Investment Advisor Representative working at Wealthsource® in Grand Junction, CO and has over 19 years of experience in the finance industry.
Zachary Leedom (CRD# 6660596) is an Investment Advisor Representative working at Wealthsource® in Santa Monica, CA and has over 6 years of experience in the finance industry. Zachary Leedom 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.
Steven Levin (CRD# 5984170) is an Investment Advisor Representative working at Wealthsource® in Marina Del Rey, CA and has over 7 years of experience in the finance industry.