Grant Raymond Winger
Investment adviser representative at Insight Wealth Partners
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
16 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
- Pension consulting
Experience
12 years in the industry.
- Insight Wealth PartnersNov 2023 to now
- The Vanguard Group, Inc.Jun 2022 to Nov 2023
- Self-employedDec 2021 to Jan 2022
- Western & Southern OpenAug 2021 to Aug 2021
- United Athlete Sports AgencyJun 2021 to Aug 2021
- Self-employedMay 2021 to Aug 2021
- United Athlete Sports AgencyFeb 2021 to Apr 2021
- Self-employedDec 2020 to Jan 2021
- Papa John'sMar 2020 to Aug 2020
- Papa John'sDec 2019 to Jan 2020
- Papa John'sMay 2019 to Aug 2019
- Ouachita Baptist UniversityAug 2018 to May 2022
- Hollister Co.Jun 2018 to Aug 2018
- Wylie High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Insight Wealth Partners
Legal name: Insight Wealth Partners, LLC
$1.1BAssets managed
959Clients
15Advisers
16 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
- 7580319
- Firm CRD
- 153635