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Lynn Richard Calvert II

Lynn R. Calvert

BZ WEALTH ADVISORS
EAGLE, ID 83616
Some features on this profile are disabled
CRD#: 5173036
Lynn Richard Calvert II

Professional summary

Lynn Richard Calvert II, CFP®, who also goes by Lynn R Calvert, Lynn Richard Calvert, Lynn Calvert II, Wade Calvert, Lynn Richard Calvert Ii, is a registered financial advisor currently at BZ WEALTH ADVISORS, LLC located in Eagle, Idaho.

Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lynn has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lynn R Calvert | Lynn Richard Calvert | Lynn Calvert Ii | Wade Calvert | Lynn Richard Calvert Ii

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 Lynn Richard Calvert II'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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

July 3, 2025 - Present

BZ WEALTH ADVISORS, LLC

Office #1: 408 South Eagle Road Suite 205, Eagle, ID 83616
RIA
CRD#: 335978
EAGLE, ID
Past

November 30, 2022 - November 17, 2025

WEALTH OPS, LLC

RIA
CRD#: 323815
EAGLE, ID
Past

March 19, 2016 - September 30, 2022

MORTON WEALTH

RIA
CRD#: 141250
CALABASAS, CA
Past

June 12, 2015 - March 17, 2016

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WOODLAND HILLS, CA
Past

June 4, 2015 - March 15, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WOODLAND HILLS, CA
Past

September 20, 2014 - May 19, 2015

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
CALABASAS, CA
Past

March 25, 2014 - May 18, 2015

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

RIA
CRD#: 160322
CALABASAS, CA
Past

June 15, 2012 - September 23, 2014

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
CALABASAS, CA
Past

March 19, 2012 - September 23, 2014

SECURITIES AMERICA, INC.

BD
CRD#: 10205
CALABASAS, CA
Past

November 1, 2010 - September 27, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CAMARILLO, CA

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".
BW
BZ WEALTH ADVISORS, LLC
BZ WEALTH ADVISORS, LLC

CRD#: 335978 / SEC#: 801-132953

RIA
Registered Investment Advisory firm - (6/9/2025 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
Idaho
(7/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/11/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/9/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/15/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/10/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/29/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BZ WEALTH ADVISORS, LLC
BZ WEALTH ADVISORS, LLC

CRD#: 335978 / SEC#: 801-132953

RIA
Registered Investment Advisory firm - (6/9/2025 Approved)
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Contact information

Main Address
10288 West Chatfield Avenue Suite 300, Littleton, CO 80127
Mailing Address
Phone number
(303) 292-9224
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (5/8/2025)

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.

Company Information

BZ WEALTH ADVISORS, LLC

CRD#: 335978Eagle, ID 83616

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