David Winner, financial advisor Wooster OH

David Winner

CRD Number: 4775864
Current Firm: Winner Wealth Management

David Winner (CRD# 4775864) is an Investment Advisor Representative working at Winner Wealth Management in Wooster, OH and has over 19 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Winner Wealth Management Wooster, OH Dec 2010 - Current 13
Cfd Investments, Inc. Wooster, OH Aug 2005 - Dec 2016 11
Creative Financial Designs, Inc. Kokomo, IN Aug 2005 - Dec 2016 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for David L. Winner
Phone Number: 330-465-4076
Registered State(s):
  • OH
Current Firm Details
Winner Wealth Management
Firm's CRD Number: 287582
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $546,302
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH

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