Kyle Winter (CRD# 4600204) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Waterloo, IA and has over 21 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nations Financial Group, Inc. | Waterloo, IA | Oct 2016 - Current | 7 |
| Bankiowa | Waterloo, IA | Feb 2007 - Current | 17 |
| Wayne Hummer Investments | Waterloo, IA | Feb 2007 - Oct 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- IA
-
Total Assets Under Management3,399MILLIONS
-
Total Number of Accounts9,857ACCOUNTS
-
Average Account Value$344,798
- A percentage of assets under your management
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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