Dane Michael Winter

Current Employers

Employment History

• 07/2013 → Present
  First Western Trust
  Denver, CO
• 09/2014 → Present
  Kestra Investment Services, Llc
  Denver, CO
• 06/2018 → Present
  Kestra Advisory Services, Llc
  Denver, CO

Other Businesses

Business Name: ASSETMARK FIELD ADVISORY BOARD POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2022 ADDRESS: 1655 Grant Street, 10th Floor, Concord CA 94520 DESCRIPTION: AssetMark has a field advisory board that rotates ~20 advisors every 2-3 years. They sponsor a couple of events each year to update us on their strategic initiatives and ask for our feedback as users of their platform Business Name: MONEY PENNY LLC DBA SINDRICH AND ASSOCIATES POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 09/15/2014 ADDRESS: 1490 S Pearl St, 2nd Floor, Denver CO 80210 DESCRIPTION: Relationship management, new business, investment management, etc Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Registered Rep NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2014 ADDRESS: 5707 Southwest Pkwy Bldg 2, Ste 400, Austin TX 78735 DESCRIPTION: Financial Advisor Business Name: DIVERSIFIED FINANCIAL PARTNERS LLC POSITION: Owner of parent company NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 11/07/2014 ADDRESS: 1490 S Pearl St, Denver CO 80210 DESCRIPTION: Producer

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-05-30

Designations