Lynn Richard Calvert

Employer firm

Bz Wealth Advisors, LLC CRD 335978

$26.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2016 → 09/2022
  Morton Wealth
  Calabasas, CA
• 11/2022 → 06/2025
  Wealth Ops, Llc
  Eagle, ID
• 06/2025 → Present
  Bz Wealth Advisors, Llc
  Littleton, CO

Previous Registrations

• 2022-11-30 → 2025-11-17
  Wealth Ops, Llc
  Eagle, ID
• 2016-03-19 → 2022-09-30
  Morton Wealth
  Calabasas, CA
• 2015-06-12 → 2016-03-17
  Strategic Advisers Llc
  Woodland Hills, CA
• 2014-03-25 → 2015-05-18
  American Financial Network Advisory Services, Llc
  Los Angeles, CA
• 2012-06-15 → 2014-09-23
  Securities America Advisors, Inc.
  Calabasas, CA

Other Businesses

1.) WEALTH OPS, LLC; EAGLE, IDAHO; OWNER; START DATE 11/2022; APPROX. 0 HRS/MTH DURING SECURITIES TRADING HRS; PASS THROUGH FOR OWNERSHIP INTEREST IN BZ WEALTH ADVISORS, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-11
• S63 Uniform Securities Agent State Law Examination
  2010-11-09

Designations

• Certified Financial Planner

Other Names

• Wade Calvert
• Lynn R Calvert
• Lynn Calvert
• Lynn Richard Calvert
• Lynn Richard Calvert Ii