Kyle Windham is a CFP-designated registered investment advisor, based in Gardendale, AL, with 7 years of industry experience.
Location
1420 Northbrook Drive, Gardendale, AL, 35071
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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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Kyle is an employee of Windham Financial Group, PC, providing accounting services and tax preparation since 2016. This takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
August 2018 - September 2025 · 7 yrs 1 mo
Avantax Advisory Services
May 2018 - September 2025 · 7 yrs 4 mos
State Registrations1 state
AL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.