Kristen Worth has been an investment adviser representative at Flywheel Private Wealth since June 2023, and is not listed among the firm’s executive officers or direct owners.
Flywheel Private Wealth LLC is a Los Altos, CA firm with $415M under management, 121 clients and 1 adviser in one office, as of its March 2026 filing.
Kristen Worth’s longest registration was 10 years at Wells Fargo Clearing Services, LLC (2013–2023). Before joining Flywheel Private Wealth in 2023, Kristen Worth was registered through Wells Fargo Clearing Services, LLC and Barclay West Financial Advisors.
- Flywheel Private Wealth LLCCurrent– present · 3 yearsLos Altos, CA · Adviser representative · Firm CRD 325690
- Wells Fargo Clearing Services, LLC– · 10 yearsRoseville, CA · Adviser representative · Firm CRD 19616
- Barclay West Financial Advisors– · 3 yearsRoseville, CA · Adviser representative · Firm CRD 137246
Investment adviser representative registrations
Kristen Worth is registered as an investment adviser representative in California, since June 2023.
- CaliforniaSince 12 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 February 2014 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 April 2013 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 25 February 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 May 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 2003 |
| Series 7 | General Securities Representative Examination | 11 July 2003 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kristen F. Worth
- CRD
- 4669722
- Firm
- Flywheel Private Wealth · CRD 325690
- Office
- 4 MAIN STREET, SUITE 240, Los Altos, CA 94022
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Kristen Worth work?
Kristen Worth is an investment adviser representative registered through Flywheel Private Wealth LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kristen Worth a financial advisor?
Yes. Kristen Worth has a current investment-adviser registration in California, through Flywheel Private Wealth since June 2023.
How many years of experience does Kristen Worth have?
Kristen Worth has 23 years in the financial industry, since September 2003, across 3 adviser firms.
What exams has Kristen Worth passed?
Kristen Worth has passed 7 licensing exams: the Series 7, Series 63, Series 65, Series 9, Series 10, Series 66 and Series 99TO. The earliest, the Series 7, was passed in July 2003. FINRA credited Kristen Worth with the SIE, which began in October 2018.
Where did Kristen Worth work before Flywheel Private Wealth?
Before Flywheel Private Wealth, Kristen Worth was registered through Barclay West Financial Advisors, June 2007 to February 2011.
Where is Kristen Worth based?
Kristen Worth’s registered office is in Los Altos, CA.
Is Kristen Worth registered with FINRA?
No. Kristen Worth has no current broker registration.
How can I verify Kristen Worth’s record?
Search CRD 4669722 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristen Worth’s full registration record.
- Brandon SmithChief Compliance Officer, Trustee
- Jamie SmithTrustee