KEENE WINTERS
MBA® – LPL Financial Advisor in Wisconsin
- Retirement Planning
- Estate Conservation Strategies
- Uniform Investment Adviser Law Exam (Series 65*)
- Uniform Securities State Law Examination (Series 63*)
- General Securities Representative Exam (Series 7*)
- Series 6*
*Licenses Held at LPL Financial
- Insurance Licenses in Wisconsin & Michigan
- University of Wisconsin-Madison – B.A, Honors, Economics, Political Science & English
- University of Wisconsin-Madison – Master of Business Administration (MBA)
Social Media
Contact Information
LIFE PHILOSOPHY
Keene Winters believes that accomplishment is the culmination of moving forward step by step over time. For most people, the capstone achievement of a lifetime will be to retire—the ability to stop earning a paycheck and sustain one’s standard of living for the rest of his or her lifetime. Embracing retirement as a goal helps a person visualize his or her path through life.
Key Formative Experiences
Winters spent a year at the University of Wisconsin (UW) Marathon County campus before transferring to Madison. He completed a junior year abroad at Rheinische Friedrich Wilhelms Universität in Bonn, Germany. He received a Bachelor of Arts (BA) degree with Honors and a Master of Business Administration (MBA) from UW Madison.
After graduation, Winters worked as a budget analyst for the State of Wisconsin. There, he learned to research and analyze complex issues and present them in succint written formats.
With over 20 years as an independent financial advisor, Winters has had the opportunity to experience the “financial lives” of a couple hundred people in various circumstances. Now, he can bring that knowledge to bear in helping you craft your life’s goals.
Hometown Values
There is an ethic that still permeates small Midwestern communities like the one where Winters grew up. Winters was born and raised in Wausau. A majority of his great-great grandparents were German immigrants who settled in Central Wisconsin. His involvement in the community has included fourteen years in the Jaycees, eleven years on the Board of Directors of the Fromm Brothers’ Historic Preservation Society and two terms on the Wausau Common Council. Service to one’s neighbors is expected.
Winters is currently serving in his third term as a gubernatorial appointee to the Board of Curators of the Wisconsin Historical Society. He is also a member of the Pommersche Verein of Central Wisconsin and serves as the senior archivist and genealogist for Zion Lutheran Church in Wausau.
Meet Kelly
Kelly Kersten
Kelly Kersten is a native of Philips, Wisconsin. She moved to Central Wisconsin to continue her education. She holds an Associate in Arts (AA) degree in accounting from Northcentral Technical College in Wausau. She also has a Bachelor of Arts (BA) from Upper Iowa University’s Wausau campus in business administration. She has been the administrative assistant for Keene Winters since 2014.
Day in my life
- 10% Reading, studying and staying current on global financial markets
- 20% Financial planning analysis
- 20% Investment portfolio design
- 25% Speaking with and meeting with clients
- 25% Family time