Kristen F. Worth

FLYWHEEL PRIVATE WEALTH LLC

Los Altos, CA 94022

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CRD#: 4669722

Professional summary

Kristen F. Worth, who also goes by Kristen Noelle Faber, Kristen Faber, is a registered financial advisor currently at FLYWHEEL PRIVATE WEALTH LLC located in Los Altos, California.

Kristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kristen has worked at 5 firms and has passed the Series 66, Series 65, Series 63, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristen Noelle Faber | Kristen Faber

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) - RIA

Click below to view Kristen F. Worth'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

June 12, 2023 - Present

FLYWHEEL PRIVATE WEALTH LLC

Office #1: 4 Main Street Suite 240, Los Altos, CA 94022

RIA

CRD#: 325690

Los Altos, CA

Past

January 22, 2013 - July 5, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ROSEVILLE, CA

Past

January 22, 2013 - July 5, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ROSEVILLE, CA

Past

June 5, 2007 - February 2, 2011

BARCLAY WEST FINANCIAL ADVISORS

RIA

CRD#: 137246

ROSEVILLE, CA

Past

March 1, 2007 - January 22, 2013

OSAIC SERVICES, INC.

CRD#: 133763

ROSEVILLE, CA

Past

July 16, 2004 - February 14, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SACRAMENTO, CA

Past

July 14, 2003 - June 7, 2004

E*TRADE SECURITIES LLC

CRD#: 29106

JERSEY CITY, NJ

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".

FLYWHEEL PRIVATE WEALTH LLC

CRD#: 325690 / SEC#: 801-127620

RIA

Registered Investment Advisory firm - (4/10/2023 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

California
(6/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/20/2014

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/14/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/2/2013

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/25/2013

General Securities Sales Supervisor - Options Module Examination

Current Firm

FLYWHEEL PRIVATE WEALTH LLC

CRD#: 325690 / SEC#: 801-127620

RIA

Registered Investment Advisory firm - (4/10/2023 Approved)

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Contact information

Main Address

4 Main Street Suite 240, Los Altos, CA 94022

Mailing Address

Phone number

(650) 229-8782

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FLYWHEEL PRIVATE WEALTH ADV PART 2A (1/29/2025)

FLYWHEEL PRIVATE WEALTH APPENDIX 1 - WRAP FEE BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	291
AUM (Assets Under Management)	$ 337,916,530

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.

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Advisor Monitoring

Firm Stability Insights

Kristen F. Worth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen F. Worth's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

BARCLAY WEST FINANCIAL ADVISORS

OSAIC SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

E*TRADE SECURITIES LLC

Primary Firm SEC Registration

FLYWHEEL PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/20/2014

Series 65

Date: 5/14/2007

Series 63

Date: 8/1/2003

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2003

Series 10

Date: 4/2/2013

Series 9

Date: 2/25/2013

Current Firm

FLYWHEEL PRIVATE WEALTH LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FLYWHEEL PRIVATE WEALTH LLC

TRUST BUT VERIFY

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