Kevin J. Wert

INTEGRITY CAPITAL

Fort Wayne, IN 46802

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CRD#: 4097131

Professional summary

Kevin James Wert is a registered financial professional currently at INTEGRITY CAPITAL, LLC located in Fort Wayne, Indiana.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2007. Kevin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

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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

January 31, 2025 - Present

INTEGRITY CAPITAL, LLC

Office #1: 888 S Harrison St., Suite 900, Fort Wayne, IN 46802

CRD#: 285198

Fort Wayne, IN

Past

April 15, 2019 - January 31, 2025

FIRST PALLADIUM, LLC

CRD#: 289822

FORT WAYNE, IN

Past

July 13, 2017 - December 4, 2017

MERCAP SECURITIES, LLC

CRD#: 156607

ATLANTA, GA

Past

April 29, 2010 - January 22, 2015

TOUCHSTONE ADVISORS INC

RIA

CRD#: 107028

CINCINNATI, OH

Past

April 29, 2010 - June 26, 2017

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

CINCINNATI, OH

Past

November 7, 2007 - April 29, 2010

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

CINCINNATI, OH

Past

June 5, 2007 - April 29, 2010

EQUITABLE ADVISORS, LLC

CRD#: 6627

CINCINNATI, OH

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Ohio
(1/31/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 9/27/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

INTEGRITY CAPITAL, LLC

ANNEXUS SECURITIES, LLC | INTEGRITY CAPITAL, LLC

CRD#: 285198 / SEC#: , 8-69829

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260

Mailing Address

16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260

Phone number

(480) 321-8992

Established

Delaware since 08/05/2022

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
INTEGRITY WEALTH, LLC	MEMBER
DENHAM, ERIC TODD	PRESIDENT	1812039
GILBREATH, WESLEY BLAKE	CHIEF FINANCIAL OFFICER	7294886
GILBREATH, WESLEY BLAKE	FINOP	7294886
GILBREATH, WESLEY BLAKE	PRINCIPAL FINANCIAL OFFICER	7294886
LEPORE, KENNETH	PRINCIPAL OPERATIONS OFFICER	1356913
LEPORE, KENNETH	CCO	1356913

Red Flags

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

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Firm Stability Insights

Kevin J. Wert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin James Wert's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST PALLADIUM, LLC

MERCAP SECURITIES, LLC

TOUCHSTONE ADVISORS INC

TOUCHSTONE SECURITIES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2007

SIE

Date: 12/4/2017

Series 7

Date: 6/4/2007

FINRA

Current Firm

INTEGRITY CAPITAL, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

INTEGRITY CAPITAL, LLC

TRUST BUT VERIFY

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