Keene Winters, financial advisor Schofield WI

Keene Winters

CRD Number: 4465204
Current Firm: Lpl Financial LLC

Keene Winters (CRD# 4465204) is an Investment Advisor Representative working at Lpl Financial LLC in Schofield, WI and has over 22 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Schofield, WI May 2021 - Current 2
Voya Financial Advisors Schofield, WI Sep 2014 - May 2021 6
Great Lakes Financial Management Group Schofield, WI Dec 2010 - May 2021 10
Wausau City Council Wausau, WI Apr 2012 - Apr 2016 4
Ing Financial Partners, Inc. Schofield, WI Mar 2008 - Sep 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for Keene T. Winters
Phone Number: 704-733-3300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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