Mountaineer Financial Planning, LLC

Mountaineer Financial Planning, LLC (CRD# 136730) is a financial advisory firm headquartered in Saint Albans, WV. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Mountaineer Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
James A. Winter
CRD#: 5015125
410 6th Avenue, Saint Albans, WV 25177

James Winter (CRD# 5015125) is an Investment Advisor Representative working at Mountaineer Financial Planning, LLC in Saint Albans, WV and has over 12 years of experience in the finance industry. James Winter 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.