David Y. Winey
Professional summary
David Yarger Winey is a registered financial advisor currently at 48 PEAKS WEALTH ADVISORS LLC located in Minnetonka, Minnesota.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. David has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Yarger Winey's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2022 - Present
48 PEAKS WEALTH ADVISORS LLC
Office #1: 10400 Yellow Circle Drive Suite 102, Minnetonka, MN 55343August 14, 2020 - December 21, 2022
AMERICAN INVESTORS GROUP, INC.
January 1, 2020 - July 31, 2020
AMERICAN INVESTORS GROUP, INC.
November 6, 2002 - November 11, 2003
AMERICAN INVESTORS GROUP, INC.
October 23, 1990 - July 31, 2020
AMERICAN INVESTORS GROUP, INC.
January 23, 1985 - October 31, 1990
A. B. CULBERTSON AND COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/1/2022)
Exams
Current Firm
48 PEAKS WEALTH ADVISORS LLC
CRD#: 313956 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 7,276,518 |
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