Gardendale, AL Northbrook Drive Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,220 advisors across 5,132 offices

Location

1420 Northbrook Drive

Gardendale AL 35071

Advisors at this office

2

Advisors at this office

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Kyle W

CFP®, Series 63

Gardendale, AL

Cetera

Kyle Windham is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked at Avantax Investment Services, Inc. and operates Windham Financial Group PC, which offers accounting services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paul W

CFP®, Series 63

Gardendale, AL

Cetera

Paul Windham is a CFP® and Series 63 licensed advisor with 16 years of industry experience. He is currently with Cetera and also owns and operates Windham Financial Group PC, which provides tax preparation and accounting services. Windham has prior experience with Avantax Advisory Services and Avantax Investment Services, Inc., and has maintained his CPA practice since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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