Kenneth Winegar has been an investment adviser representative at Interactive Financial Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners.
Interactive Financial Advisors, Inc. is a New Lenox, IL firm with $240M under management, 1,307 clients and 33 advisers across 27 offices, as of its August 2026 filing.
Kenneth Winegar’s longest registration was 4 years at Axa Advisors, LLC (2013–2018). Before joining Interactive Financial Advisors in 2024, Kenneth Winegar was registered through GWN Securities Inc. and Park Avenue Securities LLC.
- – present · 2 yearsEagle, ID · Adviser representative · Firm CRD 125117
- GWN Securities Inc.– · under a yearBenicia, CA · Adviser representative · Firm CRD 128929
- Park Avenue Securities LLC– · 1 yearRoseville, CA · Adviser representative · Firm CRD 46173
- Axa Advisors, LLC– · 4 yearsSalt Lake City, UT · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Kenneth Winegar is registered as an investment adviser representative in 2 states. Each was approved in October 2024.
- IdahoSince 2 October 2024
- UtahSince 2 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 July 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 October 2014 |
| Series 66 | Uniform Combined State Law Examination | 28 June 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 July 2007 |
| Series 7 | General Securities Representative Examination | 29 June 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kenneth Clark Winegar
- CRD
- 5347366
- Firm
- Interactive Financial Advisors · CRD 125117
- Office
- Eagle, ID
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Kenneth Winegar work?
Kenneth Winegar is an investment adviser representative registered through Interactive Financial Advisors, Inc. since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kenneth Winegar a financial advisor?
Yes. Kenneth Winegar has a current investment-adviser registration in Idaho and Utah, through Interactive Financial Advisors since October 2024.
How many years of experience does Kenneth Winegar have?
Kenneth Winegar has 12 years in the financial industry, since November 2013, across 4 adviser firms.
What exams has Kenneth Winegar passed?
Kenneth Winegar has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 24 and Series 65. The earliest, the Series 7, was passed in June 2007. FINRA credited Kenneth Winegar with the SIE, which began in October 2018.
Where did Kenneth Winegar work before Interactive Financial Advisors?
Before Interactive Financial Advisors, Kenneth Winegar was registered through GWN Securities Inc., February 2020 to December 2020; Park Avenue Securities LLC, February 2018 to August 2019; Axa Advisors, LLC, July 2013 to January 2018.
Where is Kenneth Winegar based?
Kenneth Winegar’s registered office is in Eagle, ID.
Is Kenneth Winegar registered with FINRA?
No. Kenneth Winegar has no current broker registration.
How can I verify Kenneth Winegar’s record?
Search CRD 5347366 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenneth Winegar’s full registration record.