Beth Loree Watts
Investment adviser representative at Financial Avenues
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$147.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Financial Avenues LLCJan 2020 to now
- Zeiders EnterprisesMay 2017 to Jan 2020
- NASep 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Financial Avenues
Legal name: Financial Avenues LLC
$147.6MAssets managed
97Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8108547
- Firm CRD
- 153458