This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WEST FORK WEALTH MANAGEMENT LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 17, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63|S66

First exam

Jul 17, 2003

First registration

Nov 3, 2004

Dual registered

no

Other names

CORT LESTER BENNETT|BERT LESTER BENNETT|BERT LESTER BENNETT|BERT LESTER BENNETT|Bert "Cort" L. Bennett

IAPD individual key

3258239

• Occurred

  May 9, 2024
  Advisor changed firm

  Bert Lester Bennett left Robert W. Baird & Co. Incorporated for West Fork Wealth Management Llc (registered 2024-06-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2648d75b-b330-da9b-0937-997de6d03328

First observed

Nov 3, 2004

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.