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Jonathan Michael Winzeler

SUNBURST FINANCIAL GROUP, LLC·VESTAVIA HILLS, Alabama
Unclaimed Profile
600 VESTAVIA PARKWAY, VESTAVIA HILLS, AL 35216CRD# 4255215Firm CRD# 283605
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About

Jonathan Michael Winzeler is a registered financial advisor based in VESTAVIA HILLS, Alabama, affiliated with SUNBURST FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
SUNBURST FINANCIAL GROUP, LLC
SUNBURST FINANCIAL GROUP, LLC
AUM
$578M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SUNBURST FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4255215
Firm CRD# 283605
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Michael Winzeler offer?
Jonathan Michael Winzeler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VESTAVIA HILLS, Alabama for a consultation.
What are Jonathan Michael Winzeler's credentials?
Jonathan Michael Winzeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Michael Winzeler located?
Jonathan Michael Winzeler is based in VESTAVIA HILLS, Alabama, working with SUNBURST FINANCIAL GROUP, LLC. Their office serves clients in the VESTAVIA HILLS metropolitan area and surrounding communities.
How does Jonathan Michael Winzeler charge for services?
Jonathan Michael Winzeler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUNBURST FINANCIAL GROUP, LLC?
SUNBURST FINANCIAL GROUP, LLC has approximately 9 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VESTAVIA HILLS
Brian Alan Ryals — RFG ADVISORY, LLCHamilton Perkins Bouchelle Poynor — RFG ADVISORY GROUP, LLCRichard Henry Ohlrich — RFG ADVISORY, LLCJames Randolph Martin — SUNBURST FINANCIAL GROUP, LLCBobby Ray Trust White — RFG ADVISORY, LLC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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