JW
Jeffrey L. Wetta
GENTRY PRIVATE WEALTH
Wichita, KS 67206
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CRD#: 4658694
JW
Professional summary
Jeffrey L Wetta is a registered financial advisor currently at GENTRY PRIVATE WEALTH located in Wichita, Kansas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. Planned Giving Advisory Council Catholic Diocese of Wichita; investment related: No; Location of the business: 424 N. Broadway Wichita, KS 67202; Description of the business: Advisory Council to help give advice/idea to Diocese Parishes, CPA, Attorneys to give to the Catholic Diocese in a tax efficient manor and to maximize their gift.; Position Title: Advisory Council member; Responsibilities Duties: Advisory Council to help give advice/idea to Diocese Parishes, CPAs, Attorneys to give to the Catholic Diocese in a tax efficient manor and to maximize their gift.; Start date with business: 2021-01-18; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 2. Wichita Catholic Diocese; investment related, no; 424 N. Boradway St. Wichita KS 67202; Non-profit school education fund; Board Member; Start date May 2023; 60hrs annually; Review of policy and procedures and amounts annually given to schools 3. Catholic Charities; Investment related, no; Campaign Team Member; start dae August 2023; help plan and education for planned giving; 1hr/week 4. Insurance Agent; Investment related, yes; 3442 N. Beach Club Circle, Wichita KS 67205; Life, Disability and LTC Insurance; Owner, Manager, Insurance Representative; Start Date 4/2003; 8 hrs/month; 8 hrs/month; during the financial planning process with clients, we review their risk gap for their insurance needs. If they have a gap or need for life, disability, or LTC insurance we recommend the type of insurance and amount that would best fit their needs. If they accept the recommendation, we disclose we can sell them the insurance and the cost or premium for that and how I am compensated from the sale of the insurance. If they accept this, we proceed with the application and underwriting of the insurance to complete their financial planning and risk management needs.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey L Wetta's 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®
NoneExperience
Current
November 13, 2022 - Present
GENTRY PRIVATE WEALTH
Office #1: 8415 E. 21st Street, North Suite 150, Wichita, KS 67206RIA
CRD#: 323208
Wichita, KS
Past
May 1, 2012 - December 21, 2022
V WEALTH ADVISORS LLC
RIA
CRD#: 153278
WICHITA, KS
Past
April 30, 2012 - September 13, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
WICHITA, KS
Past
September 26, 2003 - May 3, 2012
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WICHITA, KS
Past
July 29, 2003 - May 3, 2012
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WICHITA, KS
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".
GP
GENTRY PRIVATE WEALTH
GENTRY PRIVATE WEALTH | GENTRY PRIVATE WEALTH, LLC
CRD#: 323208 / SEC#: 801-126629
RIA
Registered Investment Advisory firm - (9/26/2022 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
Kansas(11/13/2022)
IAR
Texas(11/13/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GP
GENTRY PRIVATE WEALTH
GENTRY PRIVATE WEALTH | GENTRY PRIVATE WEALTH, LLC
CRD#: 323208 / SEC#: 801-126629
RIA
Registered Investment Advisory firm - (9/26/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8415 E. 21st Street, North Suite 150, Wichita, KS 67206
Mailing Address
Phone number
(316) 613-7570
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 818 |
| AUM (Assets Under Management) | $ 274,016,708 |
Red Flags
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Company Information
GENTRY PRIVATE WEALTH
CRD#: 323208Wichita, KS 67206TRUST BUT VERIFY
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