Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Robert Wingert is an investment advisor representative with Royal Fund Management, LLC. Kevin has over 30 years of experience in the financial industry and is registered with the state of Iowa. Kevin is also the owner of American Retirement Health, LLC and American Retirement Education LLC. Kevin specializes in financial planning, portfolio management for individuals and sub-advisor services for other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
07/19/2013 - Present
Royal Fund Management, LLC (Urbandale IA)
IA
05/05/2009 - 04/15/2010
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
10/01/2008 - 01/30/2009
AMERICAN EQUITY CAPITAL, INC. (WEST DES MOINES IA)
IA
09/15/1998 - 09/22/2008
AMERICAN EQUITY CAPITAL, INC. (WEST DES MOINES IA)
IA
04/16/1998 - 05/29/1998
EQUITRUST MARKETING SERVICES, INC. (WEST DES MOINES IA)
NA
03/31/1986 - 12/21/1987
NEW ENGLAND SECURITIES CORPORATION
NA
07/02/1985 - 04/01/1986
FOCUS SECURITIES, INC.
NA
11/28/1983 - 12/11/1984
AID SECURITIES CORPORATION
IA
Issued 02/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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