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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Winkel is a financial advisor with Connecticut Wealth Management, LLC. Christopher has been in the industry for 10 years and is registered with the state of Connecticut. Christopher specializes in financial planning and portfolio management for individuals and businesses. Christopher has a Series 65 license and is a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
12/10/2021 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 12/10/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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