William Robert Winn

Current Employers

Employment History

• 01/2008 → Present
  William Winn
  Howell, MI
• 05/2016 → 09/2016
  Wealth Financial Advisory Services, Llc
  Buffalo Grove, IL
• 09/2013 → 12/2017
  Retirement Wealth Advisors
  Howell, MI
• 04/2013 → Present
  Newbridge Financial Group
  Novi, MI
• 03/2018 → Present
  Fiducial Partners
  Howell, MI

Previous Registrations

• 2016-09-22 → 2017-12-06
  Brookstone Wealth Advisors, Llc
  Novi, MI
• 2016-05-20 → 2016-09-07
  Sgl Financial, Llc
  Novi, MI
• 2008-07-11 → 2008-08-07
  Ameriprise Advisor Services, Inc.
  Livonia, MI
• 2007-06-06 → 2007-08-14
  Osaic Fa, Inc.
  Southfield, MI

Other Businesses

1) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 8295 THORN HILL DRIVE HOWELL MI 48843; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; STARTED 01/2008; 20-25 HOURS PER WEEK; INSURANCE SALES; 15 - 20 HOURS DURING TRADING HOURS. 2) NEWBRIDGE FINANCIAL GROUP; NOT INVESTMENT RELATED; 27780 NOVI ROAD, STE. 240 NOVI, MI. LIFE INSURANCE, MEDICARE SUPPLEMENT ANNUITY SALES. OWNER; STARTED 04, 2013, HOURS DEDICATED: 80/MONTH 25/MONTH DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-28
• S66 Uniform Combined State Law Examination
  2006-09-07

Other Names

• William R Winn
• Bill Winn