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Our financial advice team


Mike Wincek Ameriprise Financial Advisor

Mike Wincek

Financial Advisor

Managing Director
Wincek Casteel Financial Strategies
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 18 reviews

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

Areas of focus

  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Saving for Education
  • Investment Management

Interests

  • I am married to my wonderful wife Becky, we have two amazing children, Michael and Kate. Michael and Kate both work on Wall Street in New York. Becky and I now keep busy with our 3 King Charles Cavalier Spaniels.
  • We enjoy traveling abroad and taking trips back to New York to see the kids.
  • We are both Creighton Alumni and enjoy following the Blue Jays and Husker athletics
  • I enjoy gardening, wine tastings, carpentry, reading, and volunteering in the community

Community participation

  • Board Member - Boys Town Fundraising Advisory Board
  • Past Chairman - Millard Suburban Fire Protection District Board
  • Past Chairman - Douglas County Nebraska SID 366 Board of Trustees
  • Past Board Member - Douglas County Nebraska Chapter of Pheasants Forever
  • Past Board Member - Nebraska Chapter of Safari Club International

Education

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

Previous experience

  • Ameriprise Financial Services, Inc., 2019-2020
  • Wells Fargo Clearing Services, LLC, 1998-2019
  • Principal Financial Securities, Inc., 1991-1998
  • R.G. Dickinson & Company, 1988-1991
  • Painewebber Incorporation, 1983-1988
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