Unclaimed
John Michael Winterscheidt is a financial advisor with over 20 years of experience. John is currently registered with Buckingham Strategic Wealth, LLC and The Colony Group, LLC. John Michael Winterscheidt offers financial planning, portfolio management for businesses and individuals, and pension consulting. John has a Series 65 license and is a Personal Financial Specialist. John Michael Winterscheidt has been registered with the state of Colorado since August 1, 2017.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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CO
08/01/2017 - Present
Buckingham Strategic Wealth, LLC (DENVER CO)
IA
Issued 08/21/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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