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Nicole Winter Tietel

Winter & Associates, Inc.

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About Nicole Winter Tietel

Nicole Winter Tietel is an investment advisor representative registered with the state of Minnesota. She has been in the industry since 1995 and currently works with Winter & Associates, Inc. Nicole has held licenses with various firms, including CRI Securities, LLC and Securian Financial Services, Inc. Nicole has a strong background in financial planning and portfolio management, specializing in providing advisory services to individuals and businesses. She holds several industry licenses and designations, including Series 6, 7, 24, 63, and 65 licenses. Nicole is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Nicole Tietel is currently registered with Winter & Associates, Inc.. Winter & Associates, Inc. is a registered investment adviser with the SEC and is headquartered in SAINT PAUL, MN. The firm manages over $116 million in assets and serves a diverse clientele, including individuals, families, and institutions. Winter & Associates, Inc. offers a range of financial planning and investment management services, including portfolio management, selection of other advisers, and financial planning.
Winter & Associates, Inc.

964 GRAND AVENUE

SAINT PAUL, MN 55105

$116.22M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicole Tietel’s Registration & Firm History

MN

01/04/2021 - Present

Winter & Associates, Inc. (SAINT PAUL MN)

MN

03/09/2001 - 01/06/2021

CRI SECURITIES, LLC (ST PAUL MN)

MN

07/19/1995 - 01/06/2021

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

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Licenses & Designations

IA

Issued 05/18/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/18/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicole Winter Tietel.
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