Andrea M. Stackland-winterer

FARTHER | Financial Planner

Telluride, CO

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CRD#: 4211332

Professional summary

Andrea Morgan Stackland-winterer, CFP®, who also goes by Andrea Morgan Winterer, is a registered financial advisor currently at FARTHER located in Telluride, Colorado.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Andrea has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Insurance

Trust & estate planning

Philanthropic services

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Andrea Morgan Winterer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

E3 Financial Planning, LLC, operating company for securities, financial planning, and insurance business practice, owner, as of 10/01/2011, 1 hour per month, non securities trading hours; conducted at branch, investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Morgan Stackland-winterer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

August 8, 2025 - Present

FARTHER

RIA

CRD#: 302050

Telluride, CO

Past

December 8, 2009 - August 5, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

NEEDHAM, MA

Past

December 4, 2009 - August 5, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

NEEDHAM, MA

Past

August 18, 2000 - December 9, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WALTHAM, MA

Past

July 10, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 10, 2000 - December 8, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WALTHAM, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/8/2025)

IAR

Texas
(8/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/1/2003

General Securities Principal Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Andrea M. Stackland-winterer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Morgan Stackland-winterer's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/8/2000

Series 24

Date: 10/1/2003

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

Contact information

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