Tammy Winterfeld
Tammy Winterfeld is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 23 years of industry experience. Tammy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
40 Lake Bellevue Drive, Suite 280, Bellevue, WA, 98005
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tammy works as an operations manager for Investment Associates, Inc. This support role takes minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Davonta Martin, CFPRaymond James Financial Services Advisors, INC
- Lisa SiemeringRaymond James Financial Services Advisors, INC
- James Schacht, CFPRaymond James Financial Services Advisors, INC
- Trevor Marston, CFPRaymond James Financial Services Advisors, INC
- Andrew Hergert, CFPRaymond James Financial Services Advisors, INC
- Edward Bradley, CFP, ChFCRaymond James Financial Services Advisors, INC