Chuck Winn Email & Phone Number
Senior Wealth Advisor @ DBHW Wealth Partners
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Chuck Winn Location
- Menomonee Falls, WI, US
Chuck Winn Work
- Senior Wealth Advisor @ (February 2018 - Present)
- Financial Services Representative, Financial Planner @ (May 2013 - February 2018)
- Adjunct Instructor and Learning in Retirement @ (January 2010 - January 2018)
- Owner and Founder, Financial Advisor @ Winn Winn Financial, LLC (January 2008 - May 2013)
- Regional Vice President @ Jackson (January 2005 - January 2008)
- Mutual Fund Marketing Specialist @ (January 1999 - January 2003)
Chuck Winn Education
- University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.) (Marketing)
2000-2003 - Menomonee Falls High School 1996-2000
Chuck Winn Skills
- 401k
- 401k Rollovers
- College Savings Plans
- Financial Planning
- Fixed Annuities
- How to invest
- IRAs
- Investment Advisory Services
- Investment Strategies
- Life Insurance
- Mutual Funds
- Premium Financing
- Roth IRA
- SEP IRA
- Simple IRA
- Variable Annuities
- Project Management
- Training
- Teaching
Chuck Winn Summary
- Chuck Winn, based in Menomonee Falls, WI, US, is currently a Senior Wealth Advisor at DBHW Wealth Partners. Chuck Winn brings experience from previous roles at MassMutual, University of Wisconsin Colleges, Winn Winn Financial, LLC and Jackson. Chuck Winn holds a 2000 - 2003 Bachelor of Business Administration (B.B.A.) in Marketing @ University of Wisconsin-Milwaukee. With a robust skill set that includes 401k, 401k Rollovers, College Savings Plans, Financial Planning, Fixed Annuities and more. Chuck Winn has 2 mobile phone numbers on RocketReach.
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