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David Yarger Winey

48 Peaks Wealth Advisors LLC

Minnetonka, MN

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Current Employers
48 Peaks Wealth Advisors Llc

10400 Yellow Circle Drive #102, Minnetonka, MN 55343 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APP_PEND_IARCE 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

10400 Yellow Circle Drive Suite 102, Minnetonka, MN 55343 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Investors Group, Inc. Minneapolis MN 10/1990 07/2020
American Investors Group, Inc. Minnepolis MN 10/1999 Present
48 Peaks Wealth Advisors, Llc Minnetonka MN 01/2022 Present
  • 10/1990 → 07/2020
    American Investors Group, Inc.
    Minneapolis, MN
  • 10/1999 → Present
    American Investors Group, Inc.
    Minnepolis, MN
  • 01/2022 → Present
    48 Peaks Wealth Advisors, Llc
    Minnetonka, MN
Previous Registrations
  • 2020-08-14 → 2022-12-21
    American Investors Group, Inc.
    Minnetonka, MN
  • 2002-11-06 → 2020-07-31
    American Investors Group, Inc.
    Minnetonka, MN
    Minnetonka, MN
    Minnetonka, MN
Other Businesses

Independent Insurance Agent; investment related; Minnetonka, MN; insurance sales and services; started 10/1983; Less than 5% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-30
S63 Uniform Securities Agent State Law Examination 1985-01-24
  • S65 Uniform Investment Adviser Law Examination
    2019-12-30
  • S63 Uniform Securities Agent State Law Examination
    1985-01-24

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ORGEL WEALTH MANAGEMENT, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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