Matthew B Winkle

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-04-18
TX	RA	APPROVED	2024-04-18

MN RA
APPROVED

Since 2024-04-18
TX RA
APPROVED

Since 2024-04-18

Branch Locations

14 Second Street South West Suite 201, Rochester, MN 55902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Alpharetta	GA	09/2023	03/2024
Merjent	Minneapolis	MN	03/2021	01/2024
Kasson Dental Clinic	Kasson	MN	08/2015	03/2024
Sevenwinds Casino	Hayward	WI	02/2023	08/2023
Mcneilus	Dodge Center	MN	06/2020	08/2020
Minnesota Energy	Rochester	MN	06/2019	08/2019
Morgan Stanley	Temple Terrace	FL	06/2022	08/2022
Kasson - Mantorville High School	Kasson	MN	09/2015	05/2019
University Of Minnesota	Minneapolis	MN	09/2019	05/2023
Morgan Stanley	Rochester	MN	04/2024	Present

09/2023 → 03/2024

Morgan Stanley

Alpharetta, GA
03/2021 → 01/2024

Merjent

Minneapolis, MN
08/2015 → 03/2024

Kasson Dental Clinic

Kasson, MN
02/2023 → 08/2023

Sevenwinds Casino

Hayward, WI
06/2020 → 08/2020

Mcneilus

Dodge Center, MN
06/2019 → 08/2019

Minnesota Energy

Rochester, MN
06/2022 → 08/2022

Morgan Stanley

Temple Terrace, FL
09/2015 → 05/2019

Kasson - Mantorville High School

Kasson, MN
09/2019 → 05/2023

University Of Minnesota

Minneapolis, MN
04/2024 → Present

Morgan Stanley

Rochester, MN

Previous Registrations

2024-03-01 → 2024-03-28

Morgan Stanley

Alpharetta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-19

S66 Uniform Combined State Law Examination

2023-12-19

View on SEC IAPD

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STRATEGIC WEALTH GROUP

U.S. BANCORP ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

CATHERINE V OLSON

DAVID ALLEN OLSON

KATHLEEN MARY ALLISON

Morgan G Sledge

WILLIAM JOSEPH SLOAN

PETER JOSEPH MOESCHLER

Other Offices

MML INVESTORS SERVICES, LLC · ROCHESTER, MN

MARINER · Rochester, MN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Rochester, MN

WELLS FARGO CLEARING SERVICES, LLC · ROCHESTER, MN

STRATEGIC WEALTH GROUP · Rochester, MN

U.S. BANCORP ADVISORS, LLC · Rochester, MN

CETERA INVESTMENT ADVISERS LLC · ROCHESTER, MN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCHESTER , MN

More in Rochester, MN

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