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DW

Danielle M. Winder

WINDER WEALTH MANAGEMENT LLC
Las Vegas, NV
Some features on this profile are disabled
CRD#: 5790636
DW

Professional summary

Danielle Michelle Winder, CFP®, who also goes by Danielle Winder, is a registered financial advisor currently at WINDER WEALTH MANAGEMENT LLC located in Las Vegas, Nevada.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Danielle has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Danielle Winder

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Michelle Winder'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®
CFP®

Certified Financial Planner

Experience

Current

March 13, 2023 - Present

WINDER WEALTH MANAGEMENT LLC

RIA
CRD#: 324342
Las Vegas, NV
Past

October 10, 2013 - September 12, 2017

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
SCOTTSDALE, AZ
Past

June 8, 2010 - September 12, 2017

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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
Nevada
(3/13/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 7/19/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/12/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/3/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/7/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WW
WINDER WEALTH MANAGEMENT LLC
WINDER WEALTH MANAGEMENT LLC

CRD#: 324342 / SEC#:

Nevada
Registered Investment Advisory firm - (3/13/2023 Approved)
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Contact information

Main Address
Las Vegas, NV
Mailing Address
Phone number
(702) 327-9953
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

WINDER WEALTH MANAGEMENT LLC

CRD#: 324342Las Vegas, NV

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