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Grant Raymond Winger

Insight Wealth Partners

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About Grant Raymond Winger

Grant Raymond Winger is an Investment Advisor Representative registered with Insight Wealth Partners. Grant is also registered as a Registered Representative in the state of Texas. Grant has been in the industry since 2022 and has experience with Vanguard Marketing Corporation. He currently holds the Series 63, Series 65, Series 7TO, and the SIE exams. His firm, Insight Wealth Partners, provides financial planning, pension consulting, and portfolio management services for individuals and businesses.

Firm Information

Grant Winger is currently registered with Insight Wealth Partners. Insight Wealth Partners is an investment advisory firm located in PLANO, TX. The firm has 12 licensed agents and 13 investment adviser representatives. It manages $789,957,931 in regulatory assets under management, with a majority of those assets being discretionary. The firm offers financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, corporations, and individuals other than high-net-worth.
Insight Wealth Partners

3333 PREMIER DRIVE

PLANO, TX 75023

$789.96M

Assets Under Management

30

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Grant Winger’s Registration & Firm History

TX

03/22/2024 - Present

Insight Wealth Partners (PLANO TX)

TX

08/16/2022 - 12/15/2023

VANGUARD MARKETING CORPORATION (Plano TX)

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Licenses & Designations

IA

Issued 03/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant Raymond Winger.
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