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Shane D Winkelmann, Financial Advisor serving the Portage, MI area - Ameriprise Advisors

Shane D Winkelmann

Financial Advisor

OsborneKlein
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Business Retirement Plans

Education

  • Western Michigan University: Bachelor of Business Administration - BBA with a Major in Financial Planning/Minor in Economics - Graduated Magna Cum Laude

Awards & recognition

  • Best and Brightest Companies to Work For in the Nation, 2021-2023

Previous experience

  • Financial Advisor - PNC Investments, 2014 - 2024

Interests

  • My name is Shane Winkelmann, an advisor here at OsborneKlein. When I'm not working, I enjoy snowboarding, fishing and live music events
  • Most of all, I cherish spending time with my family: Brittany, and their two sons