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Jonathan Michael Winzeler

SUNBURST FINANCIAL GROUP, LLC·VESTAVIA HILLS, Alabama
SIE, Series 6, Series 7, Series 63, Series 66CFPChFCClean record23 years registeredSUNBURST FINANCIAL GROUP, LLC
600 VESTAVIA PARKWAY, VESTAVIA HILLS, AL 35216CRD# 4255215Firm CRD# 283605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Michael Winzeler · VESTAVIA HILLS, AL
Registration
CRD #4255215 · SUNBURST FINANCIAL GROUP, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

SUNBURST FINANCIAL GROUP, LLC
Jul 2016 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 2008 – Jul 2016
VESTAVIA HILLS, AL
EAGLE STRATEGIES LLC
May 2003 – May 2008
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · May 13, 2003
Years registered · 23
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUNBURST FINANCIAL GROUP, LLC
CRD 283605 · SEC 801-107720
AUM
$578M
Regulatory assets under management
Employees
9
1,785 client accounts
Services offered by SUNBURST FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUNBURST FINANCIAL GROUP, LLC →
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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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 at SUNBURST FINANCIAL GROUP, LLC

Robert Barry Rhea
VESTAVIA HILLS, AL
CFPChFC
James Randolph Martin
VESTAVIA HILLS, AL
CFP

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