Troy Winegarner Cfp®
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Troy Winegarner Cfp® Email & Phone Number

Managing Partner at Strong Tower Wealth & Advisor Financing at Strong Tower Wealth
Location: Minneapolis, Minnesota, United States 6 work roles 2 schools
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Current company
Role
Managing Partner at Strong Tower Wealth & Advisor Financing
Location
Minneapolis, Minnesota, United States

Who is Troy Winegarner Cfp®? Overview

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Troy Winegarner Cfp® is listed as Managing Partner at Strong Tower Wealth & Advisor Financing at Strong Tower Wealth, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Troy Winegarner Cfp®.

Troy Winegarner Cfp® previously worked as Managing Partner at Strong Tower Wealth and Principal/ Chief Financial Officer at Strong Tower Wealth. Troy Winegarner Cfp® holds Bachelor Of Science, Economics from University Of Minnesota.

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Email format at Strong Tower Wealth

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Strong Tower Wealth

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Profile bio

About Troy Winegarner Cfp®

We have been serving high-net-worth individuals, business owners and families in the Minneapolis, MN area for nearly 30 years. Our vision began with a simple motivation – to create the kind of wealth advisory firm we would want for our family. We deliver a client experience that is both personally fulfilling and completely transparent. We help our clients find the place where their personal and financial lives intersect.We begin by developing a deep and INTENTIONAL relationship with each individual and family we serve. Once we understand their core values, we customize a holistic wealth plan founded on those values. We employ a strategic SEQUENCE to integrate every element of their wealth plan and then continually monitor and adjust the plan as needed. We put our clients on a PATHWAY towards financial freedom and help them create a personal and financial legacy that will last for generations.We invite you to come in and meet us face to face. See if our approach aligns with who you are and what you value. We look forward to earning the opportunity to serve you and your family for years to come.333 South 7th Street, Suite 2100Minneapolis, MN 55402(612) 436-3750Investments Advisory Services offered through Strong Tower Advisory Services, LLC an SEC registered investment advisor. Securities offered through DFPG Investments, LLC. Member FINRA/SIPC. All named entities are unaffiliated.

Current workplace

Troy Winegarner Cfp®'s current company

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Strong Tower Wealth
Strong Tower Wealth
Managing Partner at Strong Tower Wealth & Advisor Financing
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6 roles

Troy Winegarner Cfp® work experience

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Principal/ Chief Financial Officer

Current

Our clients are higher-net-worth individuals, families and business owners who value trust, competence and their time. They are seeking a trusted advisor to help them design and execute a strategic wealth plan from beginning to end. They look to us as their family’s personal CFO who helps them navigate the complexities of today’s economy, tax landscape, and capital markets. They rely on us to make sure their financial house — their strong tower — is in proper order.

Sep 2014 - Present

Ceo

Current

Minneapolis, Minnesota, Us

Advisor Financing LLC., providing acquisition, partner-buyout or debt refinancing capital to financial advisors (FA), broker dealers (BD) and registered investment advisors (RIA). As a conventional lender we are not constrained by the mandates of SBA, which allows us the ability to bring the best rates and terms to the financial service industry. By eliminating much of the red tape involved with SBA we have the freedom to design solutions specific to your business and cash flow needs.

Jan 2017 - Present

Senior Investment Management Consultant

New York, Ny, Us

Helping qualified plan sponsors and fiduciaries implement a prudent governance process that meets or exceeds pertinent legislation requirements, utilizes industry best practices, and advocates for the retirement readiness of Plan participants.

Aug 2011 - Sep 2014

Corporate Retirement Director

New York, Ny, Us

The CRD designation recognizes Financial Advisors who have dedicated their practice to helpingcorporate clients manage all aspects of their retirement plans. The services our CorporateRetirement Directors can offer include assistance with: plan evaluation and design, vendorselection, investment review, fee benchmarking and educating participants on topics critical toretirement security such as asset allocation and dollar cost averaging.

Jan 2006 - Sep 2014

Vice President

New York, Ny, Us

Specializing in comprehensive wealth management for families and businesses

Feb 2001 - Sep 2014
2 education records

Troy Winegarner Cfp® education

Bachelor Of Science, Economics

University Of Minnesota

Education record

Brainerd High School
FAQ

Frequently asked questions about Troy Winegarner Cfp®

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What company does Troy Winegarner Cfp® work for?

Troy Winegarner Cfp® works for Strong Tower Wealth.

What is Troy Winegarner Cfp®'s role at Strong Tower Wealth?

Troy Winegarner Cfp® is listed as Managing Partner at Strong Tower Wealth & Advisor Financing at Strong Tower Wealth.

Where is Troy Winegarner Cfp® based?

Troy Winegarner Cfp® is based in Minneapolis, Minnesota, United States while working with Strong Tower Wealth.

What companies has Troy Winegarner Cfp® worked for?

Troy Winegarner Cfp® has worked for Strong Tower Wealth, Advisor Financing Llc, and Morgan Stanley.

How can I contact Troy Winegarner Cfp®?

You can use AeroLeads to view verified contact signals for Troy Winegarner Cfp® at Strong Tower Wealth, including work email, phone, and LinkedIn data when available.

What schools did Troy Winegarner Cfp® attend?

Troy Winegarner Cfp® holds Bachelor Of Science, Economics from University Of Minnesota.

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