Winfield Greenwood
Winfield Greenwood is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Las Vegas, NV, with 19 years of industry experience. Winfield operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
8906 Spanish Ridge Ave, Suite 100, Las Vegas, NV, 89148
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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 ActivitiesSells Insurance
Winfield owns an insurance brokerage, Redstone Financial Group, selling various insurance products and dedicating about half of his time to it. He also owns several other businesses, including a personal corporation, a business consulting service, a marketing website, rental properties, FDN Advisors LLC, and a medical staffing agency, each requiring minimal to about 10-20% of his time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Insphere Securities, INC.
Allegis Advisors, INC.
Insphere Securities, INC.Broker
Equity Services, INC.Broker
State Registrations20 states
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