KW
KW

Kyle Winther

7 Years of Experience
Simi Valley, CA
Broker

Kyle Winther is a registered investment advisor at Cetera Investment Advisers LLC, based in Simi Valley, CA, with 7 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1871 Tapo St, Simi Valley, CA, 93063

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
February 2024 - September 2025 · 1 yr 7 mos
Avantax Investment Services, INC.Broker
October 2018 - September 2025 · 6 yrs 11 mos
State Registrations25 states
ALAZCACOFLGAIAIDILINMTNCNENHNMNVNYOHORPASCSDTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.