Nicole WinnerCRD Number: 6169646
Current Firm: Thrivent Investment Management Inc.
Nicole Winner (CRD# 6169646) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Thousand Oaks, CA and has over 5 years of experience in the finance industry.
Fried Asset Management, Inc.
Felicitas Investors LLC
Invictus Asset Management LLC
|Thrivent Financial||Appleton, WI||Mar 2014 - Current||4|
|Thrivent Investment Management Inc.||Thousand Oaks, CA||Feb 2014 - Current||4|
|Hillcrest Financial Consultants||Thousand Oaks, CA||Jan 2014 - Mar 2014||< 1|
|Winnerquotes Insurance Services, Inc.||Thousand Oaks, CA||Jan 2008 - Jan 2014||6|
|Senior Helpers||Thousand Oaks, CA||Oct 2013 - Dec 2013||< 1|
|Americore Insurance Agency||Thousand Oaks, CA||Jun 2012 - Jun 2013||1|
|College Planning Partners||Thousand Oaks, CA||Jun 2012 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management8,706MILLIONS
Total Number of Accounts36,854ACCOUNTS
Average Account Value$236,236
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY