Kevin WingertCRD Number: 1199141
Current Firm: Royal Fund Management, LLC
Kevin Wingert (CRD# 1199141) is an Investment Advisor Representative working at Royal Fund Management, LLC in West Des Moines, IA and has over 18 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|Royal Fund Management, LLC||West Des Moines, IA||Jul 2013 - Current||3|
|American Elite Retirement||West Des Moines, IA||Jan 2010 - Current||6|
|American Retirement||West Des Moines, IA||Jan 2009 - Current||7|
|Broker Dealer Financial Serivices Corp.||West Des Moines, IA||Apr 2009 - Mar 2010||< 1|
|American Equity Capital, Inc.||West Des Moines, IA||May 1998 - Dec 2008||10|
|American Equity Investment Life Ins Co||West Des Moines, IA||Nov 1996 - Dec 2008||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2010|
Total Assets Under Management214MILLIONS
Total Number of Accounts2,981ACCOUNTS
Average Account Value$71,682
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV
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