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Timothy Lee Werth

WERTH WEALTH ADVISORS, LLC·HAYS, Kansas
SIE, Series 7, Series 63Clean record28 years registeredWERTH WEALTH ADVISORS, LLC
1200 MAIN STREET, HAYS, KS 67601CRD# 2306818Firm CRD# 282020

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Lee Werth · HAYS, KS
Registration
CRD #2306818 · WERTH WEALTH ADVISORS, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jun 2016 – present
VSR ADVISORY SERVICES
Feb 2003 – Jun 2016
HAYS, KS
THE MASTERS, INC.
Sep 1997 – Feb 2003
HAYS, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · September 16, 1997
Years registered · 28
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
View all advisors at WERTH WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Timothy Lee Werth offer?
Timothy Lee Werth specializes in Financial Planning, Investment Management. Contact their office in HAYS, Kansas for a consultation.
What are Timothy Lee Werth's credentials?
Timothy Lee Werth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Lee Werth located?
Timothy Lee Werth 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 Timothy Lee Werth charge for services?
Timothy Lee Werth'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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Other Advisors at WERTH WEALTH ADVISORS, LLC

Jeffery Dinkel
HAYS, KS
Jeffery Lynn Dinkel
HAYS, KS

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