Joseph WineingerCRD Number: 6096215
Current Firm: Mml Investors Services, LLC
Joseph Wineinger (CRD# 6096215) is an Investment Advisor Representative working at Mml Investors Services, LLC in Minneapolis, MN and has over 4 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Mml Investors Services||Minneapolis, MN||Aug 2012 - Current||4|
|Mass Mutual||Minneapolis, MN||Jul 2012 - Current||4|
|New Concepts Management||St. Louis Park, MN||Jul 2011 - Jul 2012||1|
|Dairy Queen||Cumberland, WI||Sep 2010 - Jul 2011||< 1|
|University Wisconsin Stout||Menomonie, WI||Sep 2006 - Jun 2011||4|
|Kalahari Resorts||Wisconsin Dells, WI||Jun 2010 - Sep 2010||< 1|
|Dairy Queen||Cumberland, WI||Jan 2007 - Jun 2010||3|
|Wisconsin Structual Steel||Barronett, WI||Jan 2005 - Jan 2007||2|
|Cumberland High School||Cumberland, WI||Sep 2002 - May 2006||3|
|Cumberland Schools||Cumberland, WI||Sep 1994 - May 2006||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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