Shane Winkelmann (CRD# 5348079) is an Investment Advisor Representative working at Pnc Investments in Portage, MI and has over 14 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Pittsburgh, PA | Apr 2017 - Current | 7 |
| Pnc Investments | Kalamazoo, MI | Jan 2014 - Apr 2017 | 3 |
| Pnc Bank | Kalamazoo, MI | Jan 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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