Beth Watts has been an investment adviser representative at Financial Avenues since November 2025, and is not listed among the firm’s executive officers or direct owners.
Financial Avenues LLC is a firm with $148M under management, 97 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Beth Watts is Financial Planner of Financial Avenues, LLC. Beth has worked at Financial Avenues since January of 2020. As a Financial Planner, she meets with clients to discuss their goals and concerns and works to create and implement their plan. She also reviews client documents, inputs data into financial planning and investment software, and analyzes tax and financial planning scenarios.
- Financial AvenuesCurrent– present · under a yearKansas City, MO · Adviser representative · Firm CRD 153458
Professional designations
Listed by Financial Avenues
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Financial Counselor (AFC®)
Investment adviser representative registrations
Beth Watts is registered as an investment adviser representative in 2 states. Each was approved in November 2025.
- KansasSince 19 November 2025
- MissouriSince 19 November 2025
Examinations
No examinations are on Beth Watts’s record.
- Full name
- Beth Loree Watts
- CRD
- 8108547
- Firm
- Financial Avenues · CRD 153458
- Office
- Kansas City, MO
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfinancialavenues.com
Where does Beth Watts work?
Beth Watts is an investment adviser representative registered through Financial Avenues LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Beth Watts a financial advisor?
Yes. Beth Watts has a current investment-adviser registration in Kansas and Missouri, through Financial Avenues since November 2025.
How many years of experience does Beth Watts have?
Beth Watts has 0 years in the financial industry, since November 2025, across 1 adviser firm.
Where is Beth Watts based?
Beth Watts’ registered office is in Kansas City, MO.
Is Beth Watts registered with FINRA?
No. Beth Watts has no current broker registration.
Is Beth Watts a CFP?
Financial Avenues lists Beth Watts with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Beth Watts’ record?
Search CRD 8108547 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Beth Watts’ full registration record.
