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Kyle David Winter

Nations Financial Group, Inc.

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About Kyle David Winter

Kyle David Winter is a financial advisor at Nations Financial Group, Inc. Kyle has been in the financial industry for over 20 years, working with clients in Iowa and other states. Kyle has a broad range of experience in the financial services industry. Kyle is also a registered representative with FINRA and has a Series 7 and Series 66 license. In addition to working with Nations Financial Group, Inc. Kyle also has experience in banking and insurance sales.

Firm Information

Kyle Winter is currently registered with Nations Financial Group, Inc.. Nations Financial Group, Inc. is a corporation formed in 1997 that provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. The firm manages approximately $3.4 billion in assets for a variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm has offices in Cedar Rapids, IA and is registered with the SEC and in 51 states.
Nations Financial Group, Inc.

3925 FOUNTAINS BLVD NE

CEDAR RAPIDS, IA 52411

$3.40B

Assets Under Management

Not reported

Total Clients

91

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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Kyle Winter’s Registration & Firm History

IA

10/11/2016 - Present

Nations Financial Group, Inc. (Waterloo IA)

IA

02/02/2007 - 10/11/2016

WAYNE HUMMER INVESTMENTS L.L.C. (WATERLOO IA)

IA

09/24/2004 - 01/30/2007

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

MN

11/18/2002 - 06/22/2004

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/09/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle David Winter.
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