Hailey
Melander Crimmins

Winter & Associates, Inc

CRD#7155373
Investment Advisor
in Saint Paul, MN

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About this Advisor

Hailey Melander Crimmins is a financial advisor based in Saint Paul, Minnesota, working with Winter & Associates, Inc. Hailey has previously held positions at Great Waters Financial, Advisornet Wealth Management, Moses, Rosen's Diversified, Village Of Baldwin, and Winter & Associates, Inc. Hailey has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Hailey is part of Winter & Associates, Inc, which operates out of Saint Paul, Minnesota. The firm has 4 employees and manages assets totaling $116.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Winter & Associates, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

964 Grand Avenue
Saint Paul, MN 55105

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Winter & Associates, Inc Brokerage Details

Total Assets Under Management

$116,218,893

MN Average: $5,289,111,388
Total Number of Employees

4

MN Average: 157
Total Number of Accounts

199

MN Average: 8,262
Average Account Size

$584,015

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hailey Melander Crimmins Work History

2020 - Present (4 years)

Winter & Associates, Inc

2019 - 2020 (1 year)

Advisornet Wealth Management

2018 - 2020 (2 years)

Great Waters Financial

2017 - 2017 (< 1 year)

Moses

2015 - 2017 (2 years)

Rosen'S Diversified

2008 - 2015 (7 years)

Village Of Baldwin

Disclosures

Please visit the SEC profile of Hailey Melander Crimmins 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 Winter & Associates, Inc

Taylor Floren
Saint Paul, MN
Hailey Melander Crimmins
Saint Paul, MN
Nicole Tietel
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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