Kyle WinterCRD Number: 4600204
Current Firm: Wayne Hummer Investments LLC
Kyle Winter (CRD# 4600204) is an Investment Advisor Representative working at Wayne Hummer Investments LLC in Waterloo, IA and has over 15 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Wayne Hummer Investments||Waterloo, IA||Feb 2007 - Current||11|
|Cuna Mutual Life Insurance Company||Waverly, IA||Sep 2004 - Jan 2007||2|
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management4,975MILLIONS
Total Number of Accounts4,895ACCOUNTS
Average Account Value$1,016,302
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV