KW
Kyle S. Wininger
AVANTAX PLANNING PARTNERS
Evansville, IN 47708
Some features on this profile are disabled
CRD#: 7862021
KW
Professional summary
Kyle Steven Wininger, who also goes by Kyle S Wininger, Kyle Wininger, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Evansville, Indiana.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kyle has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle S Wininger | Kyle Wininger
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.
BOYS & GIRLS CLUB OF EVANSVILLE; Board member; They provide young people with opportunities to engage in programs that help them achieve academic success, take charge of their health, and foster the skills they need to become leaders; NIR; HRS 2; HRS 0; 01/26/2024; 700 Bellemeade Ave, Evansville IN 47713; Attend monthly board meetings and support club activities. I assist with overall governance of theorganization. Help to oversee policies, procedures, and with setting strategic direction of the organization. I act as an ambassador for the organization in the community and advocateit'scause and increasing its visibility and impact TRI-STATE FOOD BANK; Board Member; Its mission is to toimprove the quality of life for our community's food insecure families and children by providing adequate food and nutrition through our network of local charities and organizations feeding the hungry; NIR; HRS 1; HRS 0; 10/02/2023; 2504 Lynch Rd, Evansville IN 47711; Attend board meetings andassist with overall governance of the organization. Help to oversee policies, procedures, and help with setting strategic direction of the organization. Act as an ambassador for the organization in the community and advocate for its cause.? COPS CONNECTING WITH KIDS; board member; Uses the joy and fun of Walt Disney World to build trust and understanding between law enforcement and youth. As of January 2022, 404 kids have experienced the Disney Magic; NIR; HRS 1; HRS 0; 01/04/2023; 849 Greengate Ct, Evansville IN 47715; Attend board meetings and I assist with overall governance of the organization. Help to oversee policies, procedures, and help with setting strategic direction of the organization. Act as an ambassador for the organization in the community and advocate for its cause HARDING SHYMANSKI AND COMPANY; Vice President; Harding Shymanski is a regional accounting firm. We provide Tax and Audit services to Corporate and individual clients; IR; HRS 200; HRS 130; 09/17/2001; 21 SE Third Street, Suite 500, Evansville IN 47708; Sit on the firms operations committee that helps set firm policy. Manage our advisory department. Involved in recruiting. I also review financials, business development, HR, and marketing. Also market Avantax business. YOUTH FIRST, INC.; Past Treasurer; Youth First exists to transform and strengthen the lives of young people and their families. They are the only organization that provides Masters level social workers in area schools and prevention programs for youth and families; NIR; HRS 0; HRS 0; 01/16/2018; 111 SE 3rd St #405,, Evansville IN 47708; I was the treasurer before I resigned from the board in 2023. Worked with CFO as needed if she had accounting questions and would answer question at the board meetings. Ino longer hold a position within this organization and should be removed from the entity's filing documentation.? AVANTAX PLANNING PARTNERS, INC.; Investment Advisor Representative; IAR to numerous investment clients, provide investment and financial planning to clients; IR; HRS 10; HRS 10; 02/05/2024; 21 SE Third Street, Suite 500, Evansville IN 47708; Primary communication with financial planning, assist clients with investment choices, review investment performance with clients LOCUST STREET. LLC; Member; Owns the real estate that Harding Shymanski operates out of; IR; HRS 1; HRS 0; 01/01/2022; 849 Greengate Ct, Suite 500, Evansville IN 47715; Very little. Review partnership financial statements at year end. Review new or renewed lease agreements. AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES; Insurance Agent; Selling insurance products approved through Avantax; IR; HRS 2; HRS 2; 02/09/2024; 21 SE 3rd St, Suite 500, Evansville IN 47735; Meet with clients, find insurance product needs and provide best options.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Steven Wininger'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
February 9, 2024 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 21 Se Third St Suite 500, Evansville, IN 47708Office #2: 101 S Fifth Street, Louisville, KY 40202RIA
CRD#: 106237
Evansville, IN
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".
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)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
Indiana(2/9/2024)
Exams
Current Firm
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3390 Asbury Road, Dubuque, IA 52002-2801
Mailing Address
Phone number
(563) 582-2855
Established
Firm type
Fiscal year end
# of Employees
254
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237Evansville, IN 47708TRUST BUT VERIFY
Monitor Kyle Wininger
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
