Kyle Spencer Winder

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 03/2024
  Principal Life Ins Company
  Fuquay Varina, NC
• 12/2014 → Present
  Flight Plan Financial
  Fuquay Varina, NC
• 12/2018 → 10/2021
  Edward Spencer Employee Group Benefits Llc
  Fuquay Varina, NC
• 03/2016 → 03/2021
  Principal Securities Inc
  Fuquay Varina, NC
• 09/2021 → Present
  Flight Plan Benefits
  Raleigh, NC
• 07/2022 → Present
  Flight Plan Strategies
  Raleigh, NC
• 08/2022 → Present
  The Flight Plan Group
  Raleigh, NC
• 03/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2014-02-03 → 2024-03-05
  Principal Securities, Inc.
  Raleigh, NC
  Fuquay Varina, NC
  Raleigh, NC
  Fuquay Varina, NC

Other Businesses

1) THE FLIGHT PLAN GROUP LLC, 72 JOSEPH ALEXANDER DR, FUQUAY VARINA NC 27256, 03/2024, PRESIDENT, REFERALLS, NIR, 60 HR/MO - 60 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/01/2024

Exams

• S66 Uniform Combined State Law Examination
  2013-12-23

Other Names

• Kyle S. Winder