Kara Wingard has been an investment adviser representative at Oakworth Asset Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Oakworth Asset Management, LLC is a Birmingham, AL firm with $846M under management, 565 clients and 19 advisers across 4 offices, as of its March 2026 filing.
- – present · under a yearBirmingham, AL · Adviser representative · Firm CRD 335388
Investment adviser representative registrations
Kara Wingard is registered as an investment adviser representative in Alabama, since June 2026.
- AlabamaSince 1 June 2026
Examinations
No examinations are on Kara Wingard’s record.
- Full name
- Kara Morgan Wingard
- CRD
- 8279736
- Firm
- Oakworth Asset Management · CRD 335388
- Office
- 850 SHADES CREEK PARKWAY, SUITE 200, Birmingham, AL 35209
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Kara Wingard work?
Kara Wingard is an investment adviser representative registered through Oakworth Asset Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kara Wingard a financial advisor?
Yes. Kara Wingard has a current investment-adviser registration in Alabama, through Oakworth Asset Management since June 2026.
How many years of experience does Kara Wingard have?
Kara Wingard has 0 years in the financial industry, since May 2026, across 1 adviser firm.
Where is Kara Wingard based?
Kara Wingard’s registered office is in Birmingham, AL.
Is Kara Wingard registered with FINRA?
No. Kara Wingard has no current broker registration.
How can I verify Kara Wingard’s record?
Search CRD 8279736 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kara Wingard’s full registration record.
