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Nicole Winter Tietel

Investment adviser representative at Winter & Associates, Inc.
31 yearsExperience
2 statesRegistered in
$179.7MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

31 years in the industry.

  1. Winter & Associates, Inc.Jan 2021 to now
  2. Minnesota Life Insurance CompanyJul 1995 to now
  3. Cri Securities IncFeb 2001 to Dec 2020
  4. North Star ConsultantsFeb 2001 to Dec 2020
  5. Winter & Associates IncJan 2001 to Dec 2020
  6. Securian Financial Services, Inc.Jul 1995 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Winter & Associates, Inc.

$179.7MAssets managed
208Clients
4Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2640324
Firm CRD
310349
Advisor's SEC record (opens in a new tab)
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