# WINTER & ASSOCIATES, INC.

WINTER & ASSOCIATES, INC. of ST. PAUL, MN is an SEC-registered investment adviser.

## Registration

- CRD: 310349
- Type: SEC-registered investment adviser
- SEC file number: 801-123146
- Location: 964 GRAND AVENUE, ST. PAUL, MN, 55105
- Phone: (651) 414-5000
- Latest filing: 2026-07-07
- Regulatory AUM: $179.7M
- Discretionary AUM: $166.8M
- Non-discretionary AUM: $12.9M
- Clients: 5
- Accounts: 565

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Nicole Winter Tietel | PRESIDENT, CHIEF COMPLIANCE OFFICER AND INTEGRATIVE WEALTH ADVISOR; PRESIDENT, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISOR | St. Paul, MN |
| TIETEL NICOLE WINTER | PRESIDENT, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISOR | — |
| Shelby Ann Birkeland | WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310349/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310349/similar
- Related entities: https://search.stillhousedata.com/firm/310349/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310349

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
