Kurt
Winkler
First Trust Advisors Lp
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About this Advisor
Kurt Winkler is a financial advisor working out of Aurora, Ohio who has 2 years of relevant experience. Winkler currently works for First Trust Advisors Lp. Their career trajectory has included roles at John Hancock Funds, LLC, Mfc Global Investment Management (U.S.), LLC, John Hancock Advisers, LLC, First Trust Advisors L.P, Foreside Fund Services, LLC, Vivaldi Asset Management, LLC and First Trust Portfolios L.P. Winkler has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. First Trust Advisors Lp is an advisory business that has its headquarters in Wheaton, IL. The investment advisory business has offices in two locations and a total of 637 employees. It manages $191 billion in total assets across its 3,143 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management largely are based on which service is provided. However, fee types billed by First Trust Advisors Lp most likely include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Trust Advisors Lp Brokerage Details
$190,452,000,000
637
3,143
$60,595,609
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Kurt Winkler Work History
Kurt has been registered as a financial advisor for 2 years.*
First Trust Advisors L.P
First Trust Portfolios L.P
Foreside Fund Services, LLC
Vivaldi Asset Management, LLC
John Hancock Advisers, LLC
John Hancock Funds, LLC
Mfc Global Investment Management (U.S.), LLC
*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 Kurt Winkler 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 First Trust Advisors Lp
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Austin, TX
Wheaton, IL
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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