Theodore Wesley Winders
Investment Adviser Representative at Yarger Wealth Strategies, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Theodore Wesley Winders is an investment adviser representative with Yarger Wealth Strategies, LLC in Westerville, OH, where they have been registered since 2023. They have worked in the securities industry since 2010 and have been registered with 4 firms, including J.p. Morgan Institutional Investments Inc. and Optionshouse, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 3 (commodity futures). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J.p. Morgan Institutional Investments Inc.Feb 2016 – Mar 2023Westerville, OH
- Yarger Wealth Strategies, LLCApr 2023 – no end date reportedWesterville, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Yarger Wealth Strategies, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive wealth planning including retirement planning, investment solutions, portfolio management, concentrated equity solutions for corporate executives, elder care planning, estate and charitable giving and trust planning, education planning, risk management solutions, and corporate retirement planning services.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Westerville, OH
- SEC file number:
- 801-119409
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 19, 2026
View full firm profileOther advisors at Yarger Wealth Strategies, LLC
3 other advisors in the directory
Similar advisors in Westerville, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Theodore Wesley Winders has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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