Milan Patrick Winters

Employer firm

Assuredpartners Investment Advisors CRD 309550

$3.88B regulatory AUM 226 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2011 → 04/2024
  Lighthouse Financial Wealth Management, Llc
  Wilmington, DE
• 01/2011 → Present
  Independent Insurance Agent
  Wilmington, DE
• 03/2024 → Present
  Assuredpartners Investment Advisors Llc
  Tampa, FL

Previous Registrations

• 2011-01-24 → 2024-04-17
  Lighthouse Financial
  Wilmington, DE
  Ft Meyers, FL

Other Businesses

MILAN WINTERS, INDEPENDENT INSURANCE AGENT; INSURANCE SALES AND SERVICES; WILMINGTON, DE; 01/2011.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-14
• S63 Uniform Securities Agent State Law Examination
  2006-05-03

Other Names

• Milan Winters