Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Winkelman is a financial advisor with Choreo, LLC. Linda has been in the industry since 2015 and has a Series 7, Series 66, and SIE license. Linda has experience with U.S. BANCORP INVESTMENTS, INC., NorthRock Partners, BCU Wealth Advisors, LLC, CUSO Financial Serives, LP, LPL Financial LLC and EDWARD JONES. Linda specializes in investment counseling, retirement planning, portfolio management, and financial planning.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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2
IL
05/15/2024 - Present
Choreo, LLC (ROCKFORD IL)
MN
06/30/2023 - 03/15/2024
LPL FINANCIAL LLC (MINNEAPOLIS MN)
MN
01/19/2023 - 06/30/2023
CUSO FINANCIAL SERVICES, L.P. (MINNEAPOLIS MN)
MN
01/11/2019 - 04/13/2021
U.S. BANCORP INVESTMENTS, INC. (ANOKA MN)
MN
09/11/2015 - 12/21/2018
EDWARD JONES (MONTICELLO MN)
BOTH
Issued 10/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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