Financial ADVSR advisor directory · SEC adviser records
Winter & Associates, Inc. financial advisors in St. Paul, MN
Every SEC-registered investment adviser representative at a Winter & Associates, Inc. office in St. Paul, A to Z.
The short answer
4 registered advisors work at Winter & Associates, Inc. in St. Paul, out of 4 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Winter & Associates, Inc. advisors in St. Paul, A to Z
Every Winter & Associates, Inc. advisor →- Shelby A. BirkelandInvestment adviser rep
- Taylor J. FlorenInvestment adviser rep
- Jordan R. HeavensInvestment adviser rep
- Nicole W. TietelInvestment adviser rep
Winter & Associates, Inc. advisors in every city and state →Winter & Associates, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in St. Paul
All St. Paul advisors →Morgan Stanley 27Mairs & Power 16RBC Capital Markets, LLC 11Captrust 5Transamerica Retirement Advisors, LLC 5Highmark Wealth Management LLC 4LPL Financial LLC 4Stonebridge Capital Advisors LLC 4
Questions
How many financial advisors does Winter & Associates, Inc. have in St. Paul?
4 investment adviser representatives are registered at Winter & Associates, Inc. offices in St. Paul, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Winter & Associates, Inc. one of the largest advisor employers in St. Paul?
Winter & Associates, Inc. ranks number 9 in St. Paul by registered advisors; Morgan Stanley has the most, with 27.
How do I check a Winter & Associates, Inc. advisor in St. Paul?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Winter & Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.