Best Investors Account Sign in
Inactive

Preston Lee Werth

Latticework Investment Management

Overland Park, KS

Claim This Profile
Current Employers
Latticework Investment Management

7420 W. 162Nd Terrace, Overland Park, KS 66085 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-07-01
  • KS RA
    APPROVED
    Since 2026-07-01

Branch Locations

7420 W. 162Nd Terrace, Overland Park, KS 66085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Overland Park KS 09/2015 01/2017
Raymond James Financial Services Leawood KS 01/2017 04/2026
Raymond James Financial Services Advisors Inc. Leawood KS 03/2017 04/2026
Latticework Investment Management, Llc Overland Park KS 04/2026 Present
Werth Wealth Advisors Leawood KS 01/2023 04/2026
Werth Wealth Management Llc Leawood KS 09/2015 04/2026
  • 09/2015 → 01/2017
    Raymond James Financial Services
    Overland Park, KS
  • 01/2017 → 04/2026
    Raymond James Financial Services
    Leawood, KS
  • 03/2017 → 04/2026
    Raymond James Financial Services Advisors Inc.
    Leawood, KS
  • 04/2026 → Present
    Latticework Investment Management, Llc
    Overland Park, KS
  • 01/2023 → 04/2026
    Werth Wealth Advisors
    Leawood, KS
  • 09/2015 → 04/2026
    Werth Wealth Management Llc
    Leawood, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-15
  • S66 Uniform Combined State Law Examination
    2017-03-15
Designations

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor