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Luke Daniel Ross

Investment Adviser Representative at Canvas Wealth Advisors, LLC

Shawnee, KSCRD #7285916Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Luke Daniel Ross is an investment adviser representative with Canvas Wealth Advisors, LLC in Shawnee, KS, where they have been registered since 2020, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Kansas.

Office

6136 Nieman Road
Shawnee, KS 66203

Advisors at this office: 8

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/5/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Canvas Wealth Advisors, LLCCurrent
8/12/2020 – Shawnee, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Full Time Student
    Sep 2004 – May 2020Kansas City, MO
  2. Canvas Wealth Advisors, LLC
    May 2020 – no end date reportedOverland Park, KS

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Canvas Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Risk Management, Business Planning, Investment Management, Family Office Services, Wealth Planning, and Retirement Planning. The firm implements diversified strategies across traditional and alternative asset classes including separately-managed accounts, tax credits, currencies, limited partnerships, private placements, real estate opportunities, venture capital, alternative investments, commodities, precious metals, and SMA/ETFs/UITs/closed-end funds.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm areas of expertise
Wealth PlanningInvestment ManagementFamily Office ServicesBusiness PlanningRetirement PlanningRisk ManagementAlternative InvestmentsPrivate PlacementsVenture CapitalEstate PlanningTax Strategy+1 more

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
2
Main office:
Shawnee, KS
SEC file number:
801-117767

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 17, 2026

View full firm profile

Other advisors at Canvas Wealth Advisors, LLC

7 other advisors in the directory

View Canvas Wealth Advisors, LLC firm profile

Similar advisors in Shawnee, KS

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Luke Daniel Ross has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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