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Richard Kyle Winning

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC·WESTERVILLE, Ohio
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5150 E. DUBLIN-GRANVILLE ROAD, WESTERVILLE, OH 43081CRD# 6317629Firm CRD# 157766
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About

Richard Kyle Winning is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

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Firm Overview

Firm
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
AUM
$2.2B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC →
Services
Other
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6317629
Firm CRD# 157766
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Kyle Winning offer?
Richard Kyle Winning is a registered financial advisor in WESTERVILLE, Ohio. Contact their office for details on services offered.
What are Richard Kyle Winning's credentials?
Richard Kyle Winning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Kyle Winning located?
Richard Kyle Winning is based in WESTERVILLE, Ohio, working with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Richard Kyle Winning charge for services?
Richard Kyle Winning's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC?
WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTERVILLE
Michael James Menzer — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCRussell Tate Ginise — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCMatthew Edward Shaffer — SHAFFER CAPITAL ADVISERS, LLCJeffrey Gale Best — BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLCJames Paul Cramer — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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