Thomas A. Winkels, CFP<sup>&reg;</sup> - Financial Advisor

Thomas A. Winkels, CFP®

5461 Anderson Estates Road
Independence, MN 55359
(612) 875-1070

General

Thomas Winkels is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Independence, MN and the surrounding communities.

Financial Advisor Overview

At Advanced Wealth Management Group, we specialize in helping clients manage through life's biggest transitions including retirement, selling a business, death in the family, or a job change. We serve clients through our Wealth Coaching, Retirement Income Planning, Portfolio Management Services, and Estate Distribution Planning. We help to guide our clients on a path that leads them through things they may not see and solutions that they may not anticipate as they move toward financial independence.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Advanced Wealth Management Group is not affiliated with Cetera Advisor Networks.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources