Corey Winten
Winten Investment Partners · Krugerville, Texas
Corey Winten is a fee-only financial advisor at Winten Investment Partners in Krugerville, Texas. Winten Investment Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Winten Investment Partners |
|---|---|
| Based in | Krugerville, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $19M across 77 accounts |
| SEC registration | Investment adviser representative in NE, TX · CRD 4279395 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Corey's firm compares
- Winten Investment Partners's average account is about $247,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about Corey
Is Corey Winten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Winten Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corey charge for financial advice?
Corey's firm, Winten Investment Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Corey Winten based?
Corey Winten is based in Krugerville, Texas.
Is Corey Winten registered with the SEC?
Yes. Corey Winten is registered as an investment adviser representative in NE and TX (CRD 4279395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Winten Investment Partners manage?
Winten Investment Partners reports $19M across 77 accounts in assets under management.
How do I contact Corey Winten?
Contact details aren't on file yet. Search for Winten Investment Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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