ChooseAFinancialAdvisor.com
Advisors / Alabama / Trussville
12yrs

Michael Winter

Financial advisor at Cetera Investment Advisers

Michael Winter has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Trussville, Alabama. Michael has been with Cetera Investment Advisers since 2016. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 19 advisors with offices in Trussville, and one of 18 fiduciaries.

Trussville, AL 35173Fiduciary advisor

At a glance

Experience12 years (since 2014)
How that compares ?12 years in the industry
Office429 Main Street, Trussville, AL 35173
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Michael Winter. Michael works from the Trussville, AL office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2014, about 12 years. 12 years in the industry.

What licenses does Michael hold?

Series 63, Series 65. 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?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.

Other advisors nearby

Cetera Investment Advisers
43yrs
Earl Falkner
Financial advisor
204 Main St., Suite.222
Trussville, AL 35173
Top advisor by experience in Trussville
Fiduciary
Call Directions
Truewealth Advisors
40yrs
Freddy Williamson
Financial advisor
198 Main Street Suite 100
Trussville, AL 35173
Top advisor by experience at Truewealth Advisors
Fiduciary
Call Directions
Edward Jones
28yrs
Michael Hunter
Financial advisor
7040 Gadsden Highway Suite 108
Trussville, AL 35173
Top 7% by experience at Edward Jones
PlanningInvesting
Call Directions
Independent Financial Partners
27yrs
Virginia Morris
Financial advisor
150 Main Street
Trussville, AL 35173
Top 21% by experience in Trussville
Fiduciary
Call Directions
Independent Financial Partners
27yrs
Gene Hitchcock
Financial advisor
150 Main Street
Trussville, AL 35173
Top 23% by experience nationwide
CFP®Fiduciary
Call Directions
Equitable Advisors
20yrs
Jennifer Farris
Financial advisor
Trussville, AL
More experience than 69% of advisors at Equitable Advisors
FiduciaryPlanningInvesting
Call Directions

See all advisors near Trussville