Kevin
Wingert
Royal Fund Management, LLC
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About this Advisor
Kevin Wingert is a financial advisor based in Urbandale, Iowa, working with Royal Fund Management, LLC. Kevin has previously held positions at American Retirement Systems, LLC, Royal Fund Management, LLC Dba American Elite Retirement LLC, American Retirement Planning, LLC, American Retirement Health, LLC, and American Retirement Education LLC. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Kevin is part of Royal Fund Management, LLC, which operates out of Urbandale, Iowa. 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.
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Royal Fund Management, LLC Brokerage Details
$1,361,849,417
93
11,583
$117,573
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kevin Wingert Work History
American Retirement Health, LLC
American Retirement Education LLC
Royal Fund Management, LLC Dba American Elite Retirement LLC
American Retirement Systems, LLC
American Retirement Planning, LLC
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.
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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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