Advisors at this firm
Shelby B
Series 65
St. Paul, MN
Winter & Associates, Inc.
Shelby Birkeland is a financial advisor at Winter & Associates, Inc. with one year of industry experience. Prior to joining Winter & Associates, Shelby worked at Ovative Group and Wayfair, and has a background including roles at Boston College and Saint Paul Academy and Summit School. Shelby is also a commissioned notary public in St. Paul, MN. Winter & Associates serves individuals, families, trusts, estates, and small businesses, providing asset management, financial planning, and retirement plan consulting. The firm manages approximately $180 million in assets and employs a fiduciary approach focused on fundamental analysis and strategic asset allocation.
Taylor F
Series 66
St. Paul, MN
Winter & Associates, Inc.
Taylor Floren is a financial advisor with Winter & Associates, Inc. in St. Paul, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Winter & Associates, Floren worked at several firms including North Star Consultants, CRI Securities, and Van Clemens & Co., Inc. Outside of finance, Floren has experience in agricultural business through Floren Farms. Winter & Associates serves individuals, families, trusts, estates, and small businesses by providing asset management, financial planning, and retirement plan consulting. The firm employs fundamental analysis and strategic asset allocation, primarily recommending no-load mutual funds and ETFs, and manages approximately $180 million in assets across about 200 client relationships.
Nicole T
Series 63, Series 65
St. Paul, MN
Winter & Associates, Inc.
Nicole Tietel is a financial advisor at Winter & Associates, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Winter & Associates, CRI Securities Inc, North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advising, she is a published book author and serves as a trustee for a family trust. Winter & Associates serves individuals, families, trusts, estates, and small businesses, managing approximately $180 million in assets with a focus on fundamental analysis and strategic asset allocation. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, primarily recommending no-load mutual funds and ETFs.
Edward A
CFP®, Series 63
St. Paul, MN
Winter & Associates, Inc.
Edward Anderson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Winter & Associates, Inc. since 2025. He previously worked at United Planners Financial Services, Lee Stoerzinger Wealth Management, and Sterling Wealth Management. Winter & Associates serves individuals, families, trusts, estates, and small businesses, offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $180 million in assets and employs fundamental analysis and strategic asset allocation, primarily recommending no-load mutual funds and ETFs.
