Win Wealth Management, Inc.

Win Wealth Management, Inc. (CRD# 127019) is a financial advisory firm headquartered in Denver, CO. They manage $110,416,745 in 426 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $259,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CO

Financial Advisors at Win Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Mark E. Autterson
CRD#: 2112299
8055 E. Tufts Avenue, Suite 550, Denver, CO 80237
96
Wealthminder
score

Mark Autterson (CRD# 2112299) is an Investment Advisor Representative working at Win Wealth Management, Inc. in Denver, CO and has over 25 years of experience in the finance industry. Mark Autterson 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.

2
Kathryn L. Hanson
CRD#: 4558140
8055 E. Tufts Avenue, Suite 550, Denver, CO 80237
93
Wealthminder
score

Kathryn Hanson (CRD# 4558140) is an Investment Advisor Representative working at Win Wealth Management, Inc. in Denver, CO and has over 14 years of experience in the finance industry.

3
Ryan F. Mitchell
CRD#: 6001705
8055 E. Tufts Avenue, Suite 550, Denver, CO 80237
93
Wealthminder
score

Ryan Mitchell (CRD# 6001705) is an Investment Advisor Representative working at Win Wealth Management, Inc. in Denver, CO and has over 5 years of experience in the finance industry.

4
John M. Winterscheidt
CRD#: 4671074
8055 E. Tufts Avenue, Suite 550, Denver, CO 80237
93
Wealthminder
score

John Winterscheidt (CRD# 4671074) is an Investment Advisor Representative working at Win Wealth Management, Inc. in Denver, CO and has over 13 years of experience in the finance industry.

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