Daniel W.  Winter

Daniel W. Winter

Planning and Wealth Management Director

Experience
Dan works with individuals and business owners to help them define their financial goals and provide education, strategies, products, and services to assist them as they work toward their objectives. He has dedicated his career to the financial services industry beginning as a financial advisor for Edward Jones after graduating from the University of Wisconsin Platteville in 1991 with a bachelor's degree in Business Finance and Economics.

In 2000, he joined LifeCircle where he partners with Prudy Harker to provide investment advisory and planning services to clients locally in the Stateline area, and remotely across the United States. He holds his FINRA Series 7, 24, 63 and 65 registrations, as well as life and health insurance licenses.

Community Involvement
The LifeCircle team believes in giving back to their communities. Dan's current community involvement includes co-chair of a charitable fun-run in Evansville, WI that raises funds for Juvenile Diabetes Research Foundation (JDRF), the Evansville Soccer Club, and a High School graduate scholarship fund; Community Foundation of Southern Wisconsin board member; Camp Manitowish YMCA board member.  In the past he has served on boards for the East Side Businessman's Club of Madison as secretary; Rock Prairie Montessori School as president and vice president; and has served several terms as commissioner of the Evansville Soccer Club.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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 Equitable Advisors, LLC or its affiliates.