Todd Winter
Todd Winter is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Vero Beach, FL, with 23 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2145 14th Avenue, Suite 11, Vero Beach, FL, 32960-4413
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd owns rental real estate and Seraph Management, LLC, for which a property manager handles the affairs. He is also the sole owner of Archangel Management, LLC, managing the income/outflow of a financial advisory practice and provides consulting services, dedicating a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations24 states
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