Equitable Advisors
40yrs
Top advisor by experience in De Pere
9yrs
Michael Winter
Financial advisor at Edward Jones
Based in De Pere, Wisconsin, Michael Winter is a fiduciary financial advisor with 9 years of industry experience. Michael joined Edward Jones in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
One of 70 advisors with offices in De Pere, and one of 58 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office435 N Broadway Suite C, De Pere, WI 54115
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowEdward JonesCurrent firm
Contact Michael
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Michael. 435 N Broadway Suite CDe Pere, WI 54115Office · Get directions
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Edward Jones at (314) 515-2000 and ask for Michael Winter. Michael works from the De Pere, WI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael 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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