Paul Winter (CRD# 1870699) is an Investment Advisor Representative working at Five Seasons Financial Planning LLC in Slc, UT and has over 35 years of experience in the finance industry. Paul Winter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Five Seasons Financial Planning LLC | Slc, UT | Jul 2004 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1988 |
S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
- TX
- UT
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts231ACCOUNTS
-
Average Account Value$450,649
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
TX, UT
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