William R. Winn

FIDUCIAL PARTNERS LLC

Brighton, MI 48114

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CRD#: 5183305

Professional summary

William Robert Winn, who also goes by William R Winn, Bill Winn, is a registered financial advisor currently at FIDUCIAL PARTNERS LLC located in Brighton, Michigan.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 8 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William R Winn | Bill Winn

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.

1) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 8295 THORN HILL DRIVE HOWELL MI 48843; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; STARTED 01/2008; 20-25 HOURS PER WEEK; INSURANCE SALES; 15 - 20 HOURS DURING TRADING HOURS. 2) NEWBRIDGE FINANCIAL GROUP; NOT INVESTMENT RELATED; 27780 NOVI ROAD, STE. 240 NOVI, MI. LIFE INSURANCE, MEDICARE SUPPLEMENT ANNUITY SALES. OWNER; STARTED 04, 2013, HOURS DEDICATED: 80/MONTH 25/MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robert Winn's 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®

None

Experience

Current

May 11, 2018 - Present

FIDUCIAL PARTNERS LLC

Office #1: 2020 Grand River Anx Suite 400, Brighton, MI 48114

RIA

CRD#: 294063

Brighton, MI

Past

September 22, 2016 - December 6, 2017

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Novi, MI

Past

May 20, 2016 - September 7, 2016

SGL FINANCIAL, LLC

RIA

CRD#: 158023

Novi, MI

Past

August 10, 2010 - July 9, 2012

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

August 5, 2008 - November 20, 2009

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

HIGHLAND, MI

Past

July 11, 2008 - August 7, 2008

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

LIVONIA, MI

Past

February 29, 2008 - August 7, 2008

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

LIVONIA, MI

Past

June 6, 2007 - August 14, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

SOUTHFIELD, MI

Past

June 6, 2007 - August 14, 2007

OSAIC FA, INC.

CRD#: 3978

SOUTHFIELD, MI

Past

August 29, 2006 - April 17, 2007

EDWARD JONES

CRD#: 250

HOWELL, MI

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

Michigan
(5/11/2018)

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 65

Date: 4/28/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/7/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/28/2006

General Securities Representative Examination

Current Firm

FIDUCIAL PARTNERS LLC

CRD#: 294063 / SEC#:

Michigan

Registered Investment Advisory firm - (5/9/2018 Approved)

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Contact information

Main Address

2020 Grand River Anx Suite 400, Brighton, MI 48114

Mailing Address

Phone number

(248) 309-2824

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 1,500,000

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.

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Advisor Monitoring

Firm Stability Insights

William R. Winn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robert Winn's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

SGL FINANCIAL, LLC

FORESTERS EQUITY SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

OSAIC FA, INC.

OSAIC FA, INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2016

Series 66

Date: 9/7/2006

Series 7

Date: 8/28/2006

Current Firm

FIDUCIAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDUCIAL PARTNERS LLC

TRUST BUT VERIFY

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