Unclaimed Profile

James William Winslow

ARBOR TRUST WEALTH ADVISORS, LLC·ANN ARBOR, Michigan

SIE, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66, Series 99TOCFPClean record23 years registeredARBOR TRUST WEALTH ADVISORS, LLC

825 VICTORS WAY, ANN ARBOR, MI 48108CRD# 3226077Firm CRD# 169611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James William Winslow · ANN ARBOR, MI

Registration

CRD #3226077 · ARBOR TRUST WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ARBOR TRUST WEALTH ADVISORS, LLC

Aug 2014 – present

LPL FINANCIAL LLC

Oct 2005 – Aug 2014

ANN ARBOR, MI

SPC

Apr 2003 – Mar 2006

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · April 1, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR TRUST WEALTH ADVISORS, LLC

CRD 169611 · SEC 801-78929

AUM

$528M

Regulatory assets under management

Employees

1,318 client accounts

Services offered by ARBOR TRUST WEALTH ADVISORS, 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 ARBOR TRUST WEALTH ADVISORS, LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ANN ARBOR?

Browse all registered financial advisors in ANN ARBOR, Michigan or claim this profile if it's yours.

Browse ANN ARBOR Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James William Winslow offer?

James William Winslow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are James William Winslow's credentials?

James William Winslow holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James William Winslow located?

James William Winslow is based in ANN ARBOR, Michigan, working with ARBOR TRUST WEALTH ADVISORS, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does James William Winslow charge for services?

James William Winslow'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 ARBOR TRUST WEALTH ADVISORS, LLC?

ARBOR TRUST WEALTH ADVISORS, LLC has approximately 13 employees and manages $528M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →