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WS

Wayne T. Salsbury

PRESPER FINANCIAL ARCHITECTS
Akron, OH 44311-1077
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CRD#: 6150980
WS

Professional summary


Wayne Thomas Salsbury, who also goes by Wayne Thomas Salsbury, is a registered financial advisor currently at PRESPER FINANCIAL ARCHITECTS, LLC located in Akron, Ohio.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Wayne has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Wayne Thomas Salsbury

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INSURANCE LICENSE - PRODUCER POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/17/2024 ADDRESS: 5885 Landerbrook Dr., Suite 200, Cleveland OH 44124, United States DESCRIPTION: Insurance sales and service consistent with financial planning.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Wayne Thomas Salsbury's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 12, 2025 - Present

PRESPER FINANCIAL ARCHITECTS, LLC

Office #1: 441 Wolf Ledges Parkway Suite 103, Akron, OH 44311-1077
RIA
CRD#: 297538
Akron, OH
Past

June 27, 2024 - January 6, 2025

SEIA

RIA
CRD#: 108163
Cleveland, OH
Past

June 27, 2024 - January 6, 2025

SIGNATURE ESTATE SECURITIES, LLC

BD
CRD#: 18923
Cleveland, OH
Past

September 1, 2021 - July 1, 2024

CEDAR BROOK GROUP

RIA
CRD#: 290670
CLEVELAND, OH
Past

August 4, 2021 - June 17, 2024

CADARET, GRANT & CO., INC.

RIA
CRD#: 10641
Cleveland, OH
Past

August 3, 2021 - June 17, 2024

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
Cleveland, OH
Past

February 12, 2021 - August 5, 2021

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
AVON, OH
Past

February 12, 2021 - August 5, 2021

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AVON, OH
Past

January 15, 2015 - February 18, 2021

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
CLEVELAND, OH
Past

August 4, 2014 - February 18, 2021

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MAYFIELD HEIGHTS, OH

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PRESPER FINANCIAL ARCHITECTS, LLC
PRESPER FINANCIAL ARCHITECTS, LLC | PROSPERO FINANCIAL

CRD#: 297538 / SEC#: 801-113773

RIA
Registered Investment Advisory firm - (8/1/2018 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(2/12/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PF
PRESPER FINANCIAL ARCHITECTS, LLC
PRESPER FINANCIAL ARCHITECTS, LLC | PROSPERO FINANCIAL

CRD#: 297538 / SEC#: 801-113773

RIA
Registered Investment Advisory firm - (8/1/2018 Approved)
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Contact information


Main Address
441 Wolf Ledges Parkway Suite 103, Akron, OH 44311-1077
Mailing Address
Phone number
(330) 253-6000
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A-WRAP (2/25/2025)

Regulatory assets under management


Total Number of Accounts1,657
AUM (Assets Under Management)$ 316,896,164

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PRESPER FINANCIAL ARCHITECTS, LLC

CRD#: 297538Akron, OH 44311-1077

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