Check the background of this investment professional on FINRA's BrokerCheck.
Securities and advisory services are offered through Cetera Investment Services LLC (doing insurance business in CA as CFIS ASSET INSURANCE AGENCY LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either registered representatives who offer only brokerage services and receive transaction-based compensation (commissions), investment adviser representatives who offer only investment advisory services and receive fees based on assets, or both registered representatives and investment adviser representatives, who can offer both types of services.
Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Carter Wintz
Financial Advisor
Experience & Licensing: 3+ years in Financial Services.
Address: 500 N 2nd E, Rexburg, ID 83440
Email: carter.wintz@ceterais.com
NMLS#:
Carter is passionate about helping individuals and families make confident decisions about their financial future. He specializes in investment management, retirement planning, and developing strategies around each client’s unique goals and circumstances.
Based at the Rexburg branch for D.L. Evans Bank, Carter serves clients throughout Eastern Idaho. Carter began his career as a personal banker before transitioning into financial advising. This experience gave him a strong understanding of the everyday financial needs of individuals, families, and local businesses. These experiences shaped his relationship-focused approach to financial planning.
Carter loves being involved in the local community and currently serves as a member of the Kiwanis Service Organization and as a Chamber Ambassador with the Rexburg Area Chamber of Commerce. Through these local organizations, he enjoys supporting local businesses, serving others, and building meaningful relationships throughout the community.
Carter believes that good financial planning starts with listening, understanding what matters most to each client, and building a plan together. Please reach out with any questions about your financial future. Carter is here to help you plan with confidence.
"Life is mostly figuring things out as you go and pretending that was the plan."
Carter Wintz
Accreditations
BS in Applied Business Management
Carter holds SIE, Series 7, and Series 66 Life and Health/Disibility Insurance licenses.
Expertise
Carter provides extensive knowledge in Retirement Planning, Wealth Accumulation, and Investment Management.
Profile last updated: 02/20/2020
Eastern Idaho
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