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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fred H. Winkler & Co., Cpa Pc | Schenectady | NY | 12/1985 | Present |
| Next Financial Group, Inc. | Schenectady | NY | 06/2000 | 07/2019 |
| Avantax Investment Services, Inc. | Schenectady | NY | 07/2019 | 09/2025 |
| Avantax Advisory Services | Schenectady | NY | 08/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Schenectady | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) RENTAL PROPERTY 'NIR' NY 12306 Rental Property Owner 1/1/2002; 5hrs~0hrs ;BOOKKEEPING,LEASE MANAGEMENT, MAINTENANCE, VENDOR NEGOTIATIONs, COLLECT RENTS, PAY BILLS 2) FRED H. WINKLER & COMPANY CPA, PC POSITION: PRESIDENT NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 12/20/1985 ADDRESS: 1004 Princetown Rd, Schenectady NY 12306, United States DESCRIPTION: FINANCIAL MANAGEMENT 3) IRA BENEFICIARY FOR GERALD POTTER POSITION: Beneficiary for non family member NATURE: I am the sole primary beneficiary of a non family member's IRA. Gerald Potter has an American Funds IRA account # [REDACTED]. My wife, Patricia Winkler, is the sole contingent beneficiary. Mr. Potter bas been a tax client for 45 years and a financial client for 20 years, being a long time family friend. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 1004 Princetown Road, Schenectady NY 12306, United States DESCRIPTION: I am the FP of record on this account. 4)GERALD W. POTTER REVOCABLE TRUST POSITION: Successor Trustee NATURE: I have personally been a friend of this family for 50 years. Mr. Potter has been a lifetime friend and he has never been married or had any children. He is retired law enforcement and truly has an understanding of the decisions he makes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2012 ADDRESS: 1004 Princetown Road, Schenectady NY 12306, United States DESCRIPTION: I have no obligations. Our friendship is unconditional.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-02-03 |
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