Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Investment Advisory Services

Winans Investments

Headquarters

About

About This Business

Winans Investments (formerly Winans International) is an independent and privately owned SEC registered investment advisory firm since 1992. A dedicated team with extensive financial service experience. In-house investment management using proprietary investment strategies that helps us build wealth for our clients through separately managed portfolios. A competitive fee-based fiduciary with clients nationwide and assets held at Charles Schwab.

Business Details

BBB File Opened:
10/7/2024
Business Started:
12/16/1992
Business Incorporated:
6/12/2024
Type of Entity:
Corporation
Business Management:
Mr. Ken Winans, President
Ms. Brittany Jerez, VP of Operations

Additional Contact Information

Principal Contacts
Mr. Ken Winans, President
Ms. Brittany Jerez, VP of Operations
Customer Contacts
Mr. Ken Winans, President
Ms. Brittany Jerez, VP of Operations
Additional Phone Numbers
Other Phone: (702) 595-8701

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Investment Advisory Services

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.