AeroLeads people directory · profile
Krista J. Winograd, Cfp® Email & Phone Number
Director of Inspired Life
at
Olson Wealth Group
1 work email found
@aurochsfinancial.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Director of Inspired Life
Location
Minneapolis, Minnesota, United States
Company size
Who is Krista J. Winograd, Cfp®? Overview
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Quick answer
Krista J. Winograd, Cfp® is listed as Director of Inspired Life at Olson Wealth Group, a with 8 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at aurochsfinancial.com and a matched LinkedIn profile for Krista J. Winograd, Cfp®.
Krista J. Winograd, Cfp® previously worked as Paraplanner at Intriq, Llc and Paraplanner at Aurochs Financial Group. Krista J. Winograd, Cfp® holds Ba, International Studies, Business Administration, Spanish from University Of Minnesota Duluth.
Company email context
Email format at Olson Wealth Group
This section adds company-level context without repeating Krista J. Winograd, Cfp®'s masked contact details.
*@aurochsfinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Krista J. Winograd, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Krista J. Winograd, Cfp®
Diligent and efficient CFP® professional, excellent at juggling multiple tasks and working under pressure. Extensive industry experience working with a variety of RIAs in all areas of financial planning. Knowledge of asset management back office responsibilities as well as major financial planning software. Impeccable customer service skills.
Current workplace
Krista J. Winograd, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Olson Wealth Group
8 roles · 25 years
Krista J. Winograd, Cfp® work experience
A career timeline built from the work history available for this profile.
Role listed
Director Of Inspired Life
Oct 2019 - Mar 2024
Paraplanner
Aurochs Financial Group
Feb 2017 - Jul 2020
Paraplanner
Your Simple Recipe, Llc
Jan 2016 - Jan 2017
Financial Planner
Aurochs Financial Group, Llc
*Drove implementation of financial planning recommendations by working to ensure client remained fully informed and engaged.*Reviewed all client portfolios and provided recommendations for changes in investment strategy.*Prepared documents and analysis for client meetings.*Managed workflow process for all clients and reviewed procedures for accuracy, efficiency and effectiveness.*Collaborated with Principal on client portfolio reviews, trading, re-balancing and monitoring.*Networked with other advisors via National Association of Personal Financial Advisors NAPFA to enhance financial planning knowledge and portfolio management strategies.*Provided efficient and courteous service with clients on day to day basis.
Nov 2009 - Nov 2015
Portfolio Administrator And Client Services Representative
*Performed daily asset management operations for $550 million assets under management.*Maintained daily download and reconciliation across 3,000+ client accounts*Accurately executed over 50,000 trades per year*Administered client 529 plans and coordination of over $5 million annually in client charitable giving*Oversaw team of interns in compilation, research and entry of cost basis data*Assisted client service manager with wire transfers, asset transfer, new accounts, cashiering and all other client service related matters*Assisted in financial planning projects for legacy clients
2002 - 2009
~7 yrs
2 education records
Krista J. Winograd, Cfp® education
Ba, International Studies, Business Administration, Spanish
University Of Minnesota Duluth
Certified Financial Planner Professional Education Program
Minnesota State University, Mankato
FAQ
Frequently asked questions about Krista J. Winograd, Cfp®
Quick answers generated from the profile data available on this page.
What company does Krista J. Winograd, Cfp® work for?
Krista J. Winograd, Cfp® works for Olson Wealth Group.
What is Krista J. Winograd, Cfp®'s role at Olson Wealth Group?
Krista J. Winograd, Cfp® is listed as Director of Inspired Life at Olson Wealth Group.
What is Krista J. Winograd, Cfp®'s email address?
AeroLeads has found 1 work email signal at @aurochsfinancial.com for Krista J. Winograd, Cfp® at Olson Wealth Group.
Where is Krista J. Winograd, Cfp® based?
Krista J. Winograd, Cfp® is based in Minneapolis, Minnesota, United States while working with Olson Wealth Group.
What companies has Krista J. Winograd, Cfp® worked for?
Krista J. Winograd, Cfp® has worked for Olson Wealth Group, Intriq, Llc, Aurochs Financial Group, Your Simple Recipe, Llc, and Aurochs Financial Group, Llc.
Who are Krista J. Winograd, Cfp®'s colleagues at Olson Wealth Group?
Krista J. Winograd, Cfp®'s colleagues at Olson Wealth Group include Dale Skogstad, Cfa, Cfp®.
How can I contact Krista J. Winograd, Cfp®?
You can use AeroLeads to view verified contact signals for Krista J. Winograd, Cfp® at Olson Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Krista J. Winograd, Cfp® attend?
Krista J. Winograd, Cfp® holds Ba, International Studies, Business Administration, Spanish from University Of Minnesota Duluth.
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