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Troy Dale Winegarner

STRONG TOWER ADVISORY SERVICES LLC·MINNEAPOLIS, Minnesota
SIE, Series 7, Series 31, Series 55, Series 63, Series 65CFPClean record19 years registeredSTRONG TOWER ADVISORY SERVICES LLC
333 SOUTH 7TH STREET SUITE 2100, MINNEAPOLIS, MN 55402CRD# 3258313Firm CRD# 315106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Troy Dale Winegarner · MINNEAPOLIS, MN
Registration
CRD #3258313 · STRONG TOWER ADVISORY SERVICES LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

Jun 2021present
Sep 2014Aug 2021
MINNEAPOLIS, MN
Sep 2014Oct 2020
MINNEAPOLIS, MN
Jun 2009Sep 2014
MINNEAPOLIS, MN
MORGAN STANLEY & CO. INCORPORATED
Apr 2007Jun 2009
MINNEAPOLIS, MN
MORGAN STANLEY
Sep 2006Apr 2007
MINNEAPOLIS, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 55
Series 63
Series 65
Registration record
First registered · September 19, 2006
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRONG TOWER ADVISORY SERVICES LLC
CRD 315106 · SEC 801-121575
AUM
$427M
Regulatory assets under management
Employees
6
278 client accounts
Services offered by STRONG TOWER ADVISORY SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Troy Dale Winegarner offer?
Troy Dale Winegarner specializes in Financial Planning, Investment Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Troy Dale Winegarner's credentials?
Troy Dale Winegarner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Troy Dale Winegarner located?
Troy Dale Winegarner is based in MINNEAPOLIS, Minnesota, working with STRONG TOWER ADVISORY SERVICES LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Troy Dale Winegarner charge for services?
Troy Dale Winegarner'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 STRONG TOWER ADVISORY SERVICES LLC?
STRONG TOWER ADVISORY SERVICES LLC has approximately 6 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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