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ANDREA MORGAN STACKLAND-WINTERER
ANDREA MORGAN WINTERER
CRD#: 4211332
IA
Investment Adviser
B
Broker
COMMONWEALTH FINANCIAL NETWORKCRD#: 8032 175 HIGHLAND AVENUE
SUITE 304
NEEDHAM, MA 02494
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2009 - Present (15 years)BAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2000 - 2009 (9 years)BIDS LIFE INSURANCE COMPANY (CRD# 6321)2000 - 2006 (6 years)IAAMERICAN EXPRESS FINANCIAL ADV... (CRD# 6363)2000 - 2002 (2 years)
License(s)

State Registrations

B
Arizona 10/22/2013

B
Nebraska 11/21/2024

B
California 11/11/2015

B
Nevada 3/20/2018

B
Colorado 1/8/2019

B
New Hampshire 12/4/2009

IA
Colorado 8/5/2022

B
New Jersey 10/2/2013

B
Connecticut 12/4/2009

B
New York 12/4/2009

B
Florida 12/4/2009

B
North Carolina 8/27/2014

B
Georgia 11/21/2013

B
Rhode Island 4/24/2013

B
Illinois 12/15/2021

B
South Carolina 10/15/2014

B
Indiana 5/13/2015

B
Tennessee 12/4/2009

B
Maine 12/7/2009

B
Texas 8/10/2016

B
Maryland 1/10/2013

B
Vermont 12/10/2009

B
Massachusetts 12/4/2009

B
Virginia 2/20/2013

IA
Massachusetts 12/8/2009

B
Wyoming 1/9/2017

B
Minnesota 1/16/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
175 HIGHLAND AVENUE SUITE 304, NEEDHAM, MA 02494
Telluride, CO
Registered with this firm since 12/8/2009

B
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
175 HIGHLAND AVENUE SUITE 304, NEEDHAM, MA 02494
Telluride, CO
Registered with this firm since 12/4/2009

Previous Registration(s)
th hidden textth hidden textNameLocation
B
07/10/2000 - 12/08/2009 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) WALTHAM, MA
B
07/10/2000 - 07/03/2006 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
IA
08/18/2000 - 12/09/2002 AMERICAN EXPRESS FINANCIAL ADVISORS, INC. (CRD#:6363) WALTHAM, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.