Shelby
Tietel
Winter & Associates, Inc
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About this Advisor
Shelby Tietel is a financial advisor based in Saint Paul, Minnesota, working with Winter & Associates, Inc. Shelby has previously held positions at Winter & Associates, Inc, Ovative Group, Wayfair, Boston College, and Saint Paul Academy And Summit School. Shelby has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Shelby is part of Winter & Associates, Inc, which operates out of Saint Paul, Minnesota. The firm has 5 employees and manages assets totaling $147.5 million. Winter & Associates, Inc serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Winter & Associates, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Winter & Associates, Inc Brokerage Details
$147,479,629
5
528
$279,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Shelby Tietel Work History
Winter & Associates, Inc
Ovative Group
Wayfair
Boston College
Saint Paul Academy And Summit School
Disclosures
Please visit the SEC profile of Shelby Tietel 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
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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