Jonathan Michael Winzeler
Investment adviser representative at Sunburst Financial Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$808.1MFirm assets
Are you Jonathan Michael Winzeler? Claim your profile
Contact this firm
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
10 years in the industry.
- Sunburst Financial Group, LLCMay 2016 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (AL).
Sunburst Financial Group, LLC
$808.1MAssets managed
877Clients
8Advisers
10 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
- 4255215
- Firm CRD
- 283605