KW
KW

Kenneth Clark Winegar

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kenneth works in the Medicare health business providing Medicare Supplement and Medicare Advantage plans. This takes nearly full-time hours.

Employment History
Current Registrations
Interactive Financial Advisors
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Gwn Securities INC.Broker
February 2020 - December 2020 · 10 mos
Gwn Securities INC.
February 2020 - December 2020 · 10 mos
Park Avenue Securities LLC
February 2018 - August 2019 · 1 yr 6 mos
Park Avenue Securities LLCBroker
February 2018 - August 2019 · 1 yr 6 mos
AXA Advisors, LLC
July 2013 - January 2018 · 4 yrs 6 mos
AXA Advisors, LLCBroker
November 2012 - January 2018 · 5 yrs 2 mos
E*trade Securities LLCBroker
July 2010 - October 2012 · 2 yrs 3 mos
Wells Fargo Investments, LLCBroker
January 2008 - September 2008 · 8 mos
Fidelity Brokerage Services LLCBroker
July 2007 - December 2007 · 5 mos
State Registrations2 states
IDUT
Advisor
Exams
No exam information available for this advisor.
Kenneth Clark Winegar - Financial Advisor | TrueAdvisor