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Jeffery Dinkel

WERTH WEALTH ADVISORS, LLC·HAYS, Kansas
SIE, Series 7, Series 66Clean record10 years registeredWERTH WEALTH ADVISORS, LLC
1200 MAIN STREET, HAYS, KS 67601CRD# 6568940Firm CRD# 282020

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffery Dinkel · HAYS, KS
Registration
CRD #6568940 · WERTH WEALTH ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 11, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WERTH WEALTH ADVISORS, LLC
CRD 282020 · SEC 801-106978
AUM
Regulatory assets under management
Employees
10
Total firm employees
Services offered by WERTH WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Jeffery Dinkel offer?
Jeffery Dinkel specializes in Financial Planning, Investment Management. Contact their office in HAYS, Kansas for a consultation.
What are Jeffery Dinkel's credentials?
Jeffery Dinkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery Dinkel located?
Jeffery Dinkel is based in HAYS, Kansas, working with WERTH WEALTH ADVISORS, LLC. Their office serves clients in the HAYS metropolitan area and surrounding communities.
How does Jeffery Dinkel charge for services?
Jeffery Dinkel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WERTH WEALTH ADVISORS, LLC?
WERTH WEALTH ADVISORS, LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.
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