TW
CFP
TW
CFP
Troy Winegarner
26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
302 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$654.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be negotiable at STAS's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
333 South 7th Street Suite 2100, Minneapolis, MN, 55402
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Troy is the CEO of Strong Tower Advisory Services, an RIA, and spends about half his time managing client assets and overseeing compliance. He also recommends life insurance and annuities as part of financial planning, dedicating minimal time to this activity.
Employment History
Current Registrations
Dfpg Investments, LLCBroker
July 2021 - Present · 4 yrs 8 mos
Strong Tower Advisory Services
June 2021 - Present · 4 yrs 9 mos
Previous Registrations
Advisornet Wealth Management
September 2014 - August 2021 · 6 yrs 11 mos
Cetera Advisor Networks LLCBroker
September 2014 - August 2021 · 6 yrs 11 mos
Cetera Advisor Networks LLC
September 2014 - October 2020 · 6 yrs 1 mo
Morgan StanleyBroker
June 2009 - September 2014 · 5 yrs 3 mos
Morgan Stanley
June 2009 - September 2014 · 5 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
March 2001 - April 2007 · 6 yrs 1 mo
Stockwalk.com, INC.Broker
September 1999 - December 2000 · 1 yr 3 mos
Miller, Johnson & Kuehn, IncorporatedBroker
August 1999 - September 1999 · 1 mo
State Registrations18 states
ALAZCACTFLIDILKSMAMNMTNCNDSCTXWAWIWY
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.