Benjamin Lawrence Winne

Current Employers

Employment History

• 02/2022 → Present
  Citizen Advisory Group
  Perrysburg, OH
• 05/2022 → Present
  Advisory Alpha, Llc
  Holland, MI
• 07/2012 → 02/2018
  Real Seafood Co, Toledo
  Toledo, OH
• 03/2017 → 11/2018
  C.H. Asset Management Partners, Llc
  Millbury, OH
• 08/2020 → 02/2022
  Precision Strip Transportation, Inc.
  Perrysburg, OH
• 04/2018 → 12/2018
  World Financial Group
  Maumee, OH
• 12/2018 → 02/2022
  Winne Financial, Llc
  Millbury, OH

Other Businesses

(1) Citizen Advisory Group; Investment-related; 770 Commerce Drive, Perrysburg, Ohio 43551; Life insurance and health insurance sales; Account Manager; 02/2022; Approx. 160 hours per month; Approx. 160 hours per month during trading hours; Financial services and insurance sales. (2) Padrones Pizza (Buell Enterprise); Not investment related; 147 N. Main St., Bluffton, Ohio 45817; Pizza Restaurant; Co-Owner; 11/2022; Approx. 0 hours per month; Approx. 0 hours per month during trading hours; Passive owner - business strategic decisions as needed. (3) Padrones Pizza (Hood, LLC); Not investment related; 4403 West Cumberland Ave, Middlesboro, KY 40965 ; Pizza Restaurant; Co-Owner; 11/2022; Approx. 0 hours per month; Approx. 0 hours per month during trading hours; Passive owner - business strategic decisions as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-06