Lynn R. Calvert
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 WEALTH OPS, LLC located in Eagle, Idaho and 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lynn Richard Calvert II's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
November 30, 2022 - Present
WEALTH OPS, LLC
Office #1: 408 S Eagle Rd. Suite 205, Eagle, ID 83616July 3, 2025 - Present
BZ WEALTH ADVISORS, LLC
Office #1: 408 South Eagle Road Suite 205, Eagle, ID 83616March 19, 2016 - September 30, 2022
MORTON WEALTH
June 12, 2015 - March 17, 2016
STRATEGIC ADVISERS LLC
June 4, 2015 - March 15, 2016
FIDELITY BROKERAGE SERVICES LLC
September 20, 2014 - May 19, 2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
March 25, 2014 - May 18, 2015
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC
June 15, 2012 - September 23, 2014
SECURITIES AMERICA ADVISORS, INC.
March 19, 2012 - September 23, 2014
SECURITIES AMERICA, INC.
November 1, 2010 - September 27, 2011
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2023)
(11/30/2022)
Exams
Current Firm
WEALTH OPS, LLC
CRD#: 323815 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 17,141,798 |
Red Flags
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