Kenneth Clark Winegar
Investment adviser representative at Interactive Financial Advisors
8 yearsExperience
2 statesRegistered in
$240.4MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Interactive Financial AdvisorsOct 2024 to now
- Mosaic Health and LifeJun 2019 to now
- Gwn Securities, Inc.Feb 2020 to Dec 2020
- Pacific AdvisorsFeb 2018 to Aug 2020
- Guardian Life Insurance CompanyFeb 2018 to Jun 2019
- Park Avenue SecuritiesFeb 2018 to Jun 2019
- AXA Advisors, LLCNov 2012 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (ID, UT).
Interactive Financial Advisors
Legal name: Interactive Financial Advisors, Inc.
$240.4MAssets managed
1,307Clients
34Advisers
21 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
- 5347366
- Firm CRD
- 125117