Nicholas Winter
Investment adviser representative at Bartlett & Co. Wealth Management LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bartlett & Co. Wealth Management LLCSep 2024 to now
- Bartlett Wealth Management, LLCJun 2022 to now
- W&s Brokerage ServicesSep 2021 to Jun 2022
- Western & Southern LifeJun 2021 to Jun 2022
- University of CincinnatiMay 2020 to Jun 2021
- Fifth Third BankJan 2020 to May 2020
- University of CincinnatiAug 2019 to Jan 2020
- Lendkey TechnologiesMay 2019 to Aug 2019
- University of CincinnatiJul 2017 to May 2019
- St. Xavier High SchoolJul 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bartlett & Co. Wealth Management LLC
$10.3BAssets managed
2,263Clients
32Advisers
8 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
- 7412662
- Firm CRD
- 292246