Christopher
Winkel
Connecticut Wealth Management, LLC
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About this Advisor
Christopher Winkel is a financial advisor who works in Farmington, Connecticut with 2 years of relevant experience. Winkel currently works for Connecticut Wealth Management, LLC. The advisor has gained experience at Connecticut Wealth Management and Student. Winkel holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Connecticut. Connecticut Wealth Management, LLC is a financial advisory company based in Farmington, CT. The firm has a total of 57 advisors. It has $2 billion in assets across its 2,950 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 82 charitable organizations. Of its 2,950 client accounts, 41% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fees vary depending on the financial services provided. However, fee types charged by Connecticut Wealth Management, LLC can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Connecticut Wealth Management, LLC Brokerage Details
$2,132,796,640
57
2,950
$722,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Christopher Winkel Work History
Christopher has been registered as a financial advisor for 2 years.*
Connecticut Wealth Management
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Winkel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Connecticut Wealth Management, LLC
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
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