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Our financial advice team


Mike Wincek, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

Mike Wincek

Financial Advisor

Managing Director
Wincek Casteel Financial Strategies
43
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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 we 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 working outdoors on my ranch, wine and whiskey tastings, reading, and volunteering in the community

Awards & recognition

  • Ameriprise Circle of Success, 2019-2020

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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