Kyle Winther

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2008 → 06/2018
  Vapor Hub Inc
  Simi Valley, CA
• 09/2018 → 09/2025
  Avantax Investment Services, Inc.
  Simi Valley, CA
• 06/2018 → Present
  Unemployed
  Simi Valley, CA
• 02/2024 → 09/2025
  Avantax Advisory Services
  Simi Valley, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Simi Valley, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-02-02 → 2025-09-05
  Avantax Advisory Services
  Simi Valley, CA
  Dallas, TX

Other Businesses

1) NAME OF OTHER BUSINESS: WINTHER CONSULTING, INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX ENTITY FOR COMMISSIONS; START DATE: 10/2018; POSITION/TITLE/RELATIONSHIP: CEO; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY TO DAY OPERATIONS OF CONSULTING BUSINESS; 2) NAME OF OTHER BUSINESS: WINTHCO WEALTH MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR COMMISSIONS; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: OFFICER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENTITY TO MAKE TRANSFER OF COMMISIONS;

Exams

• S66 Uniform Combined State Law Examination
  2024-01-29
• S63 Uniform Securities Agent State Law Examination
  2018-12-12

Other Names

• Kyle Daniel Winther