David Winn, financial advisor Maumee OH

David Winn

CRD Number: 6304931
Current Firm: Transamerica Financial Advisors, Inc.
David Winn (CRD# 6304931) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Maumee, OH and has over 4 years of experience in the finance industry.
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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Maumee, OH Feb 2014 - Current 6
Winn Financial Services New Lothrop, MI Feb 2013 - Current 7
World Financial Group, Inc. Maumee, OH Jan 2013 - Current 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for David A. Winn
Phone Number: 727-299-1800
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    1,298
    MILLIONS
  • Total Number of Accounts
    54,800
    ACCOUNTS
  • Average Account Value
    $23,680
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
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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Data verified by both the advisor and the public regulatory data.

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