Keene Winters, financial advisor Schofield WI
93 score

Keene Winters

CRD Number: 4465204
Current Firm: Voya Financial Advisors, Inc.

Keene Winters (CRD# 4465204) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Schofield, WI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Greenwood, WI Sep 2014 - Current 3
Great Lakes Financial Management Group Schofield, WI Dec 2010 - Current 7
Wausau City Council Wausau, WI Apr 2012 - Apr 2016 4
Ing Financial Partners, Inc. Greenwood, WI May 2004 - Sep 2014 10
Wausau Region Chamber Of Commerce Wausau, WI Dec 2011 - Apr 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for Keene T. Winters
Phone Number: 1-800-356-2906
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,151
    MILLIONS
  • Total Number of Accounts
    59,860
    ACCOUNTS
  • Average Account Value
    $186,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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