Kevin Michael Winters
Investment adviser representative at Flatrock Wealth Partners LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$417.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Flatrock Wealth Partners LLCAug 2022 to now
- Pimco Investments LLCFeb 2011 to Sep 2022
- Pacific Investment Management Company LLCAug 2006 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Flatrock Wealth Partners LLC
$417.6MAssets managed
73Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3277677
- Firm CRD
- 321777