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Wealth Advisor · Winter & Associates, Inc.

Shelby A. Birkeland

CRD 7993865 · Named on Form ADV at one SEC-registered adviser

At a glance

Winter & Associates, Inc., an SEC-registered wealth manager based in St. Paul, MN with $180 million in regulatory assets, lists Shelby A. Birkeland on its Form ADV as Wealth Advisor.

Firms and roles

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Shelby’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Nicole W. TietelPresident, Chief Compliance Officer and Integrative Wealth Advisor, Winter & Associates, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shelby’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.