Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Winkelmann is a financial advisor with over 14 years of experience in the financial services industry. Shane currently works for Ameriprise Financial Services, LLC, a firm that has over $1 billion in assets under management. Shane's previous experience includes working at PNC Investments and AXA Advisors, LLC. Shane provides a wide range of services, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Shane is registered to provide investment advice in Arizona, District of Columbia, Florida, Georgia, Illinois, Indiana, Michigan, North Carolina, Ohio, Virginia, and West Virginia.
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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MI
04/26/2024 - Present
Ameriprise Financial Services, LLC (Portage MI)
MI
01/29/2014 - 05/01/2024
PNC INVESTMENTS (PORTAGE MI)
MI
10/23/2009 - 01/10/2014
AXA ADVISORS, LLC (KALAMAZOO MI)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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