Todd M Winter

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Troy, MI
• 11/2016 → 11/2018
  Wells Fargo Clearing Services, Llc
  Troy, MI
• 11/2018 → 01/2020
  Stifel Nicolaus & Co Inc
  Bloomfield Hills, MI
• 01/2020 → 03/2020
  Ameriprise Financial Services Inc
  Vero Beach, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Vero Beach, FL

Previous Registrations

• 2018-11-16 → 2020-01-24
  Stifel, Nicolaus & Company, Incorporated
  Bloomfield Hills, MI
• 2010-02-08 → 2018-11-27
  Wells Fargo Clearing Services, Llc
  Troy, MI
  Bloomfield Hills, MI

Other Businesses

Business Ownership; Archangel Management, LLC.; Sole owner of managing the income/outflow of a financial advisory practice; Consulting; 81 Cache Cay Dr, , Vero Beach, FL, 32963; Investment-Related; 12/31/2020; 1 to 9 hours per month; 0 during trading hours / Seraph Management, LLC.; Owner. I have an outside property manager handle the affairs of these properties for me.; rental homes; 81 Cache Cay Dr, , Vero Beach, FL, 32963; Not Investment-Related; 02/26/2015; 0 hours per month; 0 during trading hours. Other Business Activities; Christ Fellowship Church sponsored "My God, My Money" course; A Financial Change class as part of the Financial Peace University series inspired by Dave Ramsey offered by the church to congregants seeking better personal debt management on a Sunday morning. I was called upon to fill in as a table leader. There is no cost to participants and no compensation to me as a table leader.; 927 14th Lane, , Vero Beach, FL, 32960; Investment-Related; 10/20/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-11

Designations

• Certified Financial Planner

Other Names

• Todd M Winter
• Todd Mitchell Winter