Winter & Associates, Inc.

Winter & Associates, Inc. (CRD# 310349) is a financial advisory firm headquartered in Saint Paul, MN. They manage $116,218,893 in 199 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $584,015
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, MN, TX

Financial Advisors at Winter & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Nicole W. Tietel
CRD#: 2640324
964 Grand Avenue, Saint Paul, MN 55105

Nicole Tietel (CRD# 2640324) is an Investment Advisor Representative working at Winter & Associates, Inc. in Saint Paul, MN and has over 28 years of experience in the finance industry.

2
Taylor J. Floren
CRD#: 7011420
964 Grand Avenue, Saint Paul, MN 55105

Taylor Floren (CRD# 7011420) is an Investment Advisor Representative working at Winter & Associates, Inc. in Saint Paul, MN and has over 4 years of experience in the finance industry.

3
Hailey Melander Crimmins
CRD#: 7155373
964 Grand Avenue, Saint Paul, MN 55105

Hailey Melander Crimmins (CRD# 7155373) is an Investment Advisor Representative working at Winter & Associates, Inc. in Saint Paul, MN and has over 4 years of experience in the finance industry.

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