TrueAdvisor
TrueAdvisor
TW
CFP · ChFC
TW
CFP · ChFC

Tony Winter

Ameriprise Financial Services, LLC
32 Years of Experience
Midland, MI
Broker
View SEC Summary
View SEC Summary

Tony Winter is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Midland, MI, with 32 years of industry experience. Tony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

801 Joe Mann Blvd., Ste. P16, Midland, MI, 48642-8909

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2024 - Present · 2 yrs 8 mos
Ameriprise Financial Services, LLC
February 2024 - Present · 2 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Hantz Financial Services, INC.
February 2011 - February 2024 · 13 yrs
Hantz Financial Services, INC.Broker
June 1999 - February 2024 · 24 yrs 8 mos
Vestax Securities CorporationBroker
December 1997 - June 1999 · 1 yr 6 mos
Concord Brokerage Services, INC.Broker
October 1997 - December 1997 · 2 mos
American Express Financial Advisors INC.Broker
June 1994 - October 1997 · 3 yrs 4 mos
Ids Life Insurance CompanyBroker
June 1994 - October 1997 · 3 yrs 4 mos
State Registrations12 states
AZCACOFLGAMDMIMTNCTNTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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