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PW

Preston L. Werth

LATTICEWORK INVESTMENT MANAGEMENT | Financial Advisor
OVERLAND PARK, KS 66085
Some features on this profile are disabled
CRD#: 6565367
PW
Preston Lee WerthLATTICEWORK INVESTMENT MANAGEMENT

Professional summary

Preston Lee Werth is a registered financial advisor currently at LATTICEWORK INVESTMENT MANAGEMENT located in Overland Park, Kansas.

Preston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Preston has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always 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) - RIA

Click below to view Preston Lee Werth'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®
None

Experience

Current

July 1, 2026 - Present

LATTICEWORK INVESTMENT MANAGEMENT

Office #1: 7420 W. 162nd Terrace, Overland Park, KS 66085
RIA
CRD#: 341515
OVERLAND PARK, KS
Past

March 28, 2017 - April 20, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
LEAWOOD, KS
Past

February 15, 2017 - April 20, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LEAWOOD, KS

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
(7/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/15/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2017
General Securities Representative Examination

Current Firm

LI
LATTICEWORK INVESTMENT MANAGEMENT
KONZ, AUGUSTUS | LATTICEWORK INVESTMENT MANAGEMENT, LLC | LATTICEWORK INVESTMENT MANAGEMENT

CRD#: 341515 / SEC#:

Kansas
Registered Investment Advisory firm - (7/1/2026 Approved)
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Contact information

Main Address
7420 W. 162nd Terrace, Overland Park, KS 66085
Mailing Address
Phone number
(785) 259-1424
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Company Information

LATTICEWORK INVESTMENT MANAGEMENT

Financial AdvisorCRD#: 341515Overland Park, KS 66085

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