Michelle Denise Werth

Current Employers

Employment History

• 07/2014 → 12/2018
  Putnam Inv./Putnam Retail Management
  Boston, MA
• 01/2019 → 07/2025
  Cadaret, Grant & Co., Inc.
  Baldwinsville, NY
• 01/2019 → Present
  Prentice Wealth Management, Llc
  Rochester, NY
• 07/2025 → Present
  Lpl Financial Llc
  Baldwinsville, NY

Previous Registrations

• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Rochester, NY
  Syracuse, NY
  Baldwinsville, NY

Other Businesses

1. 07/10/2025- Prentice Wealth Management- Registered Investment Advisor- INV Related- At Reported Business Location(s)- INV Related- At Reported Business Location(s)- Start date 01/01/2019- 200 Hours Per Month- 160 Hours During Trading- I provide investment advisory services through Prentice Wealth Managment, LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 07/10/2025- Werth Wealth Planning- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/27/2019- 40 Hours Per Month- 40 Hours During Trading 3. 07/10/2025- Werth Wealth Planning, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2019- 160 Hours Per Month- 160 Hours During Trading 4. Vera House Foundation; Fundraising- Not INV Related- At Reported Business Location(s)- Start date - 09/2025- Less than 10 hours Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-08
• S63 Uniform Securities Agent State Law Examination
  2014-11-26

Other Names

• Michelle Denise Woodland
• Michelle Denise Woodland