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).

Current Firm Details
735 Tank Farm Road, Suite 240, San Luis Obispo, CA 93401
https://www.linkedin.com/company/wealthsource-partners-llc/
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 41 - 48 of 48 top financial advisors.
41
Jason Zivich, financial advisor Manhattan Beach CA
Jason D. Zivich
CRD#: 5635394
1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266

Jason Zivich (CRD# 5635394) is an Investment Advisor Representative working at Wealthsource® in Manhattan Beach, CA and has over 13 years of experience in the finance industry.

42
Amy Ahrens, financial advisor Knoxville TN
Amy L. Ahrens
CRD#: 7292429
10641 Deerbrook Drive, Suite 100, Knoxville, TN 37922

Amy Ahrens (CRD# 7292429) is an Investment Advisor Representative working at Wealthsource® in Knoxville, TN and has over 2 years of experience in the finance industry.

43
Stewart Bale, financial advisor Grand Junction CO
Stewart A. Bale
CRD#: 7270261
Grand Junction, CO

Stewart Bale (CRD# 7270261) is an Investment Advisor Representative working at Wealthsource® in Grand Junction, CO and has over 2 years of experience in the finance industry.

44
Andrew Dintaman, financial advisor Anaheim Hills CA
Andrew M. Dintaman
CRD#: 7599136
6200 E. Canyon Rim Road, Suite 202, Anaheim Hills, CA 92807

Andrew Dintaman (CRD# 7599136) is an Investment Advisor Representative working at Wealthsource® in Anaheim Hills, CA and has 1 year of experience in the finance industry.

45
Cameron Flann, financial advisor Denver CO
Cameron M. Flann
CRD#: 7341305
Denver, CO

Cameron Flann (CRD# 7341305) is an Investment Advisor Representative working at Wealthsource® in Denver, CO and has over 2 years of experience in the finance industry.

46
Nicolaus Hansen, financial advisor Grand Junction CO
Nicolaus D. Hansen
CRD#: 7316657
649 Market Street, 3rd Floor, Grand Junction, CO 81505

Nicolaus Hansen (CRD# 7316657) is an Investment Advisor Representative working at Wealthsource® in Grand Junction, CO and has 1 year of experience in the finance industry.

47
Jared Hardin, financial advisor Grand Junction CO
Jared D. Hardin
CRD#: 7709116
649 Market Street, 3rd Floor, Grand Junction, CO 81505

Jared Hardin (CRD# 7709116) is an Investment Advisor Representative working at Wealthsource® in Grand Junction, CO and has 1 year of experience in the finance industry.

48
Amanda Whitlock, financial advisor Girard OH
Amanda J. Whitlock
CRD#: 7220833
Girard, OH

Amanda Whitlock (CRD# 7220833) is an Investment Advisor Representative working at Wealthsource® in Girard, OH and has over 3 years of experience in the finance industry.

PREV ... 1 2 3 4 5

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals