Shelby Ann Birkeland
Investment adviser representative at Winter & Associates, Inc.
13 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
13 years in the industry.
- Winter & Associates, Inc.Oct 2024 to now
- Ovative GroupAug 2022 to Sep 2024
- WayfairJul 2021 to Aug 2022
- Boston CollegeAug 2017 to May 2021
- Saint Paul Academy and Summit SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7993865
- Firm CRD
- 310349