AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
KW

Kyle Steven Wininger

CETERA PLANNING PARTNERS
Evansville, IN
·CRD# 7862021·2 years experience

Professional Summary

Kyle Steven Wininger, who also goes by Kyle S Wininger, Kyle Wininger, is a registered financial advisor currently at CETERA PLANNING PARTNERS 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 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kyle S Wininger, Kyle Wininger

Blog Corner

Similar Advisors

Newburgh, IN · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Years of Experience

2 years in the financial services industry

Current & Past Employments

CETERA PLANNING PARTNERS·CRD# 129625
RIA
1. 21 Se Third St Suite 500, Evansville, IN 477082. 101 S Fifth Street, Louisville, KY 40202
September 29, 2026 - Present
AVANTAX PLANNING PARTNERS, INC.·CRD# 106237
RIA
Evansville, IN
February 9, 2024 - September 29, 2026

Similar Advisors

David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

Current Firm

CP
CETERA PLANNING PARTNERS

CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.

CRD#: 129625 / SEC#: 801-62655
RIA
Registered Investment Advisory firm - SEC (1/16/2004 Approved)

Contact Information

Main Address

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211

Phone Number

(913) 498-8898

# of Employees

78

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CETERA PLANNING PARTNERS ADV PART 2A SEPT 2026 (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,107

AUM (Assets Under Management)

$4,164,758,846

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/19/2026Cover PageReport
11/24/2025Cover PageReport
08/08/2024Cover PageReport
11/27/2023Cover PageReport

Similar Advisors

David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

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.

Similar Advisors

David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

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".
CP
CETERA PLANNING PARTNERS

CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.

CRD#: 129625 / SEC#: 801-62655
RIA
Registered Investment Advisory firm - SEC (1/16/2004 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.
IAR
Indiana
(9/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Similar Advisors

David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Steven Wininger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

David Anderson
David Anderson

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Newburgh, IN · CRD#
KW
Follow Kyle
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required