ChooseAFinancialAdvisor.com
Advisors / Indiana / Evansville
3yrs

Kyle Wininger

Financial advisor at Cetera Planning Partners

Kyle Wininger is a financial advisor in Evansville, Indiana, with 3 years in the industry. Kyle joined Cetera Planning Partners in 2026, after three years at Avantax Planning Partners. Kyle holds the CPA/PFS designation.

One of 275 advisors with offices in Evansville.

Evansville, IN 47708CPA/PFS

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office21 SE Third St Suite 500, Evansville, IN 47708
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$848,315
Advisors at the firm191
States licensed ?1 state

Services through Cetera Planning Partners

Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CPA/PFS

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. Sep 2026 – now
  2. 2024 – 2026

Questions to ask Kyle

Tailored to Kyle’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Kyle

How do I contact Kyle?

Call Cetera Planning Partners at (913) 498-8898 and ask for Kyle Wininger. Kyle works from the Evansville, IN office.

How long has Kyle been a financial advisor?

Kyle has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Kyle hold?

No exams are listed on the official record.

Is Kyle a fiduciary?

Kyle is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Kyle paid?

Cetera Planning Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Kyle for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Morgan Stanley
46yrs
George Stanley
Financial advisor
1 Main Street 6th Floor
Evansville, IN 47708
Top advisor by experience in Evansville
CFP®Fiduciary
Call Directions
Ameriprise Financial Services
46yrs
Mark Powers
Financial advisor
7517 Eagle Crest Blvd
Evansville, IN 47715
Top 1% by experience in Indiana
CFP®
Call Directions
Merrill
46yrs
David Nicholson
Financial advisor
7300 Eagle Crest Blvd
Evansville, IN 47715
Top 1% by experience in Indiana
InvestingRetirement plans
Call Directions
Robert W. Baird & Co.
45yrs
Robert Wathen
Financial advisor
110 Main Street
Evansville, IN 47708
Top 1% by experience in Indiana
Fiduciary
Call Directions
Wells Fargo Advisors
45yrs
Terry Correll
Financial advisor
25 NW Riverside Drive Suite 320
Evansville, IN 47708
Top 1% by experience in Indiana
Fiduciary
Call Directions
Robert W. Baird & Co.
44yrs
Stephen Provost
Financial advisor
110 Main Street
Evansville, IN 47708
Top 1% by experience in Indiana
Fiduciary
Call Directions

See all advisors near Evansville