Theodore Wesley Winders
Investment adviser representative at Yarger Wealth Strategies, LLC
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$529.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Yarger Wealth Strategies, LLCApr 2023 to now
- J.P. Morgan Institutional Investments Inc.Feb 2016 to Mar 2023
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OH).
Yarger Wealth Strategies, LLC
$529.7MAssets managed
216Clients
4Advisers
6 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
- 5811529
- Firm CRD
- 310207