Keene WintersCRD Number: 4465204
Current Firm: Voya Financial Advisors, Inc.
Keene Winters (CRD# 4465204) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Marinette, WI and has over 16 years of experience in the finance industry.
Associated Investment Services, Inc.
Lpl Financial LLC
Sugar Maple Asset Management, LLC
|Voya Financial Advisors||Greenwood, WI||Sep 2014 - Current||3|
|Great Lakes Financial Management Group||Schofield, WI||Dec 2010 - Current||7|
|Ing Financial Partners, Inc.||Greenwood, WI||May 2004 - Sep 2014||10|
|Wausau Region Chamber Of Commerce||Wausau, WI||Dec 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV