Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Allan Winterfeldt is a financial advisor who has been in the industry since February 1999. He is currently registered with Ameriprise Financial Services, LLC in Gaylord, MN. Neil also has a previous registration with IDS LIFE INSURANCE COMPANY. Neil has a Series 7, Series 63 and SIE licenses and is registered in 15 states. He specializes in asset allocation, financial planning, and portfolio management for individuals and businesses. Neil also provides pension consulting and educational seminars. He is affiliated with Ameriprise Financial Services, LLC which has over 140,000 clients and approximately $480 billion in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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
MN
02/04/2014 - Present
Ameriprise Financial Services, LLC (GAYLORD MN)
MN
02/19/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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