KW
Kenneth C. Winegar
INTERACTIVE FINANCIAL ADVISORS
EAGLE, ID
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CRD#: 5347366
KW
Professional summary
Kenneth Clark Winegar, who also goes by Clark Winegar, Kenneth Clark Winegar, is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Eagle, Idaho.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kenneth has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Clark Winegar | Kenneth Clark Winegar
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mosaic Health and Life Working in the Medicare Health Business providing Medicare Supplement and Medicare Advantage plans to people who are turning 65 and joining Medicare. Start: 6/01/2019 Address: 1500 E. Hamilton Ave #209 Campbell, CA 95008 30 bus hours per week Investment related
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Clark Winegar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 2, 2024 - Present
INTERACTIVE FINANCIAL ADVISORS
RIA
CRD#: 125117
EAGLE, ID
Past
February 27, 2020 - December 31, 2020
GWN SECURITIES INC.
RIA
CRD#: 128929
Benicia, CA
Past
February 27, 2020 - December 31, 2020
GWN SECURITIES INC.
BD
CRD#: 128929
PALM BEACH GARDENS, FL
Past
February 27, 2018 - August 12, 2019
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
ROSEVILLE, CA
Past
February 20, 2018 - August 12, 2019
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ROSEVILLE, CA
Past
July 16, 2013 - January 26, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SALT LAKE CITY, UT
Past
November 27, 2012 - January 26, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SALT LAKE CITY, UT
Past
July 5, 2010 - October 5, 2012
E*TRADE SECURITIES LLC
BD
CRD#: 29106
SANDY, UT
Past
January 24, 2008 - September 15, 2008
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SALT LAKE CITY, UT
Past
July 2, 2007 - December 19, 2007
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(10/2/2024)
IAR
Utah(10/2/2024)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
