About Us

Daniel W. Winter

Planning and Wealth Management Director
Phone: 608.365.2115
Fax: 608.313.8484

Accomplishments

Dan has worked in the financial services industry for nearly 30 years. He began as a financial advisor for Edward Jones after college and joined partner Prudence Harker at LifeCircle, August of 2000.  LifeCircle provides investment advisory and planning services to a wide variety of clients all over the United States.

Why Finance?

Growing up in southwestern Wisconsin, Dan knew he wanted to pursue a career in investments and finance.  His father was President of the Cobb State Bank in Cobb, WI.  Like his friends raised on farms planned to go into farming, Dan planned to follow his father’s foot-steps into “money”.  That being his goal, Dan attended and graduated with honors from the University of Wisconsin Platteville in 1991 with bachelors degrees in both Business Finance and Economics.

Extracurricular

Dan has served on boards for the East Side Businessman’s Club of Madison as Secretary, Rock Prairie Montessori School as President and Vice President, has served several terms as commissioner of the Evansville Soccer Club.  His current community involvement includes being co-chair of a charitable fun-run in Evansville which raises funds for Juvenile Diabetes Research Foundation (JDRF), the Evansville Soccer Club, and a High School graduate scholarship fund. Dan is currently a board member with the Community Foundation of Southern Wisconsin, and Camp Manitowish YMCA, in addition to regular board duties, he serves on both the board finance and asset management committees.

On a Personal Note

Dan has lived in Evansville Wisconsin for the past 24 years with his wife and two daughters.  His eldest daughter is a sophomore at the University of Wisconsin Madison and his younger daughter a Junior at Evansville High School. In his down time, Dan enjoys attending sporting events including soccer, UW    basketball and hockey as well as music performances and musicals.  In the great outdoors, Dan likes to hunt and go running.  He is also an avid woodworker.

 

 

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

LifeCircle is not owned or operated by AXA Advisors, LLC or its affiliates.

Prudence A. Harker has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

LifeCircle is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck