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
Joel Propst (CRD# 2029338) is an Investment Advisor Representative working at Wealthsource® in Northglenn, CO and has over 30 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.
Nicholas Rostykus (CRD# 5818368) is an Investment Advisor Representative working at Wealthsource® in Tulsa, OK and has over 12 years of experience in the finance industry. Nicholas Rostykus 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.
Christopher Shea (CRD# 4244023) is an Investment Advisor Representative working at Wealthsource® in Old Greenwich, CT and has over 22 years of experience in the finance industry.
Dante Smith (CRD# 6332541) is an Investment Advisor Representative working at Wealthsource® in Garland, TX and has over 6 years of experience in the finance industry.
Arlo Sullivan (CRD# 2209899) is an Investment Advisor Representative working at Wealthsource® in San Luis Obispo, CA and has over 31 years of experience in the finance industry.
Kevin Swanson (CRD# 2528342) is an Investment Advisor Representative working at Wealthsource® in Morro Bay, CA and has over 28 years of experience in the finance industry.
Robert Tesch (CRD# 1919954) is an Investment Advisor Representative working at Wealthsource® in Montrose, CO and has over 25 years of experience in the finance industry. Robert Tesch 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.
Christopher Watson (CRD# 5832783) is an Investment Advisor Representative working at Wealthsource® in Dublin, OH and has 1 year of experience in the finance industry.
Peter Wolk (CRD# 834738) is an Investment Advisor Representative working at Wealthsource® in East Otis, MA and has over 37 years of experience in the finance industry.