Kevin
Wingert

Royal Fund Management, LLC

CRD#6656738
Investment Advisor
in Lady Lake, FL

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About this Advisor

Kevin Wingert is a financial advisor based in Lady Lake, Florida, working with Royal Fund Management, LLC. Kevin has previously held positions at American Retirement Systems, Fellowship Of Fiduciary Education, and Royal Fund Management, LLC. Kevin has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Kevin is part of Royal Fund Management, LLC, which operates out of Lady Lake, Florida. The firm has 83 offices and 93 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Royal Fund Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1515 Buenos Aires Blvd
Lady Lake, FL 32159

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Royal Fund Management, LLC Brokerage Details

Total Assets Under Management

$1,361,849,417

FL Average: $1,855,561,029
Total Number of Employees

93

FL Average: 62
Total Number of Accounts

11,583

FL Average: 2,474
Average Account Size

$117,573

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Kevin Wingert Work History

2016 - Present (8 years)

Royal Fund Management, LLC

2015 - Present (9 years)

Fellowship Of Fiduciary Education

2013 - Present (11 years)

American Retirement Systems

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Disclosures

Please visit the SEC profile of Kevin Wingert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Fund Management, LLC

Barth Frankenberry
Lady Lake, FL
Frederick Wright
Orlando, FL
Gabriel Fransen
Elk River, MN
Judith Carlson
Lone Tree, CO
Scott Svoboda
Hoffman Estates, IL
Andres Rodriguez
Pasadena, TX
Michael Budnick
Burbank, CA
Kevin Wingert
Lady Lake, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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