Skip to main content

Our financial advice team


Douglas Winzelberg

Douglas Winzelberg

MBA

Financial Advisor

Vice President
The Reninger - Waring Group
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 12 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Small Business
  • Insurance

Interests

I enjoy going to theater especially new productions.

I like to ski, golf and travel.

I enjoy dining out as well as cooking in for family and friends. I'm always looking for a good recipe to make in my new Instant Pot.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • American University - B.S. Chemistry
  • University of Wisconsin-Madison - MBA

Professional associations

  • Past President American University Alumni-Chicago Chapter

Previous experience

  • UBS, 24 Years
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • I was an active participant in the Chicago Gridiron Show that raised money for scholarships in Journalism.
  • Chicago Headline Club