Lincoln Investment
42yrs
Top advisor by experience in Fort Wayne
9yrs
Thad Winter
Financial advisor at Raymond James & Associates
Based in Fort Wayne, Indiana, Thad Winter is a fiduciary financial advisor with 9 years of industry experience. Thad has been with Raymond James & Associates since 2019; before that, Thad spent less than a year at ORG Private Advisor Group. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 441 advisors with offices in Fort Wayne, and one of 401 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office9910 Dupont Circle Drive East Suite 100, Fort Wayne, IN 46825
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowRaymond James & Associates, Inc.Current firm
- Jul 2018 – Oct 2018ORG Private Advisor Group, LLCPreviously
Contact Thad
9910 Dupont Circle Drive East Suite 100Fort Wayne, IN 46825Office · Get directions Firm main line(727) 567-1000Headquarters: Raymond James & Associates · St. Petersburg, FL Firm websitewww.alexbrown.com
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Questions to ask Thad
Tailored to Thad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thad
How do I contact Thad?
Call Raymond James & Associates at (727) 567-1000 and ask for Thad Winter. Thad works from the Fort Wayne, IN office.
How long has Thad been a financial advisor?
Thad has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Thad hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thad a fiduciary?
Thad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thad paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Thad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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