Niels WintherCRD Number: 3096183
Current Firm: H.d. Vest Advisory Services, Inc.
Niels Winther (CRD# 3096183) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Simi Valley, CA and has over 18 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|H.d. Vest Advisory Services||Simi Valley, CA||Dec 2008 - Current||8|
|H.d. Vest Investmentservices||Simi Valley, CA||Jul 1998 - Current||19|
|Winther & Company Inc.||Simi Valley, CA||Oct 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- 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)
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