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Latticework Investment Management CRD 341515
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7420 W. 162Nd Terrace, Overland Park, KS 66085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-01 |
Branch Locations
7420 W. 162Nd Terrace, Overland Park, KS 66085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-15 |
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