Brian R Werth

Employer firm

Mcavoy Kemp Wealth Management, LLC CRD 122084

$70.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• TAX PLANNING/RETURNS, EDUCATIONAL PROGRAMS, RISK MANAGEMENT AND FINANCIAL COACHING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2010 → Present
  Mcavoy Kemp Wealth Management, Llc
  Columbus, IN

Previous Registrations

• 2009-09-24 → 2010-07-12
  Lpl Financial Llc
  San Diego, CA
  Bloomington, IN
• 2007-02-07 → 2008-05-01
  Edward Jones
  Bloomington, IN

Other Businesses

1-A.D. BAKER & CO.,LLC. 5000 COLLEGE BLVD.STE 120 OVERLAND PARK KS 66211-1629. CONTINUING EDUCATION AND LICENSING INSTRUCTION. NIR - 4 HR/MO - 0/TRADING. 2. BRIAN WERTH FINANCIAL - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  2005-02-14