linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Wayne Wingard

Csenge Advisory Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Wayne Wingard

Stephen Wingard is an Investment Advisor Representative at Csenge Advisory Group, LLC. Stephen has been in the industry since June 2, 1996. Stephen has a Series 6, Series 7 and Series 63 licenses and is registered in California, Colorado, Florida, Louisiana, Maine, Minnesota, New Jersey, New Mexico, Rhode Island, and Texas. Stephen is also a Registered Investment Advisor in Texas. Stephen has a diverse background with previous experience at MML Investors Services, LLC, IPS RIA LLC, Lion Street Financial, The Wingard Group, and Madison Avenue Securities.

Firm Information

Stephen Wingard is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation services

Asset allocation services

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Wingard’s Registration & Firm History

FL

08/04/2021 - Present

Csenge Advisory Group, LLC (CLEARWATER FL)

TX

06/03/1996 - 09/03/2015

MML INVESTORS SERVICES, LLC (DALLAS TX)

Not sure if Stephen Wayne Wingard is right for you?

Licenses & Designations

BC

Issued 06/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/31/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Wayne Wingard.
Not sure if Stephen Wayne Wingard is right for you?