Kevin Wingert, financial advisor West Des Moines IA
93 score

Kevin Wingert

CRD 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.

Similar Advisors
Dennis Markway, financial advisor West Des Moines IA
Dennis L. Markway
CRD# 4373615
Iron Horse Wealth Management, LLC
Score
103
Similar Advisors
Brian McKibban, financial advisor West Des Moines IA
Brian M. McKibban
CRD# 5400733
Cliftonlarsonallen Wealth Advisors, LLC
Score
101
Similar Advisors
Donald Boyd Ii, financial advisor West Des Moines IA
Donald G. Boyd Ii
CRD# 4185736
Lpl Financial LLC
Score
100
Company Name Location Dates Years
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
Contact Info for Kevin R. Wingert
Phone Number: 352-750-1637
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.