Winfield StaufferCRD Number: 4488351
Current Firm: Betterwealth LLC
Winfield Stauffer (CRD# 4488351) is an Investment Advisor Representative working at Betterwealth LLC in San Jose, CA and has over 15 years of experience in the finance industry. Winfield Stauffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Betterwealth LLC||Campbell, CA||May 2015 - Current||1|
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||Nov 2012 - May 2015||2|
|Wealth Design, LLC||Campbell, CA||Oct 2012 - May 2015||2|
|Edward Jones||St Louis, MO||Dec 2001 - Oct 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management110MILLIONS
Total Number of Accounts615ACCOUNTS
Average Account Value$179,512
- 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)
CA, OR, TX