Chuck Winn is a CERTIFIED FINANCIAL PLANNER™ with DB Tax & Wealth. With over 20 years of investment experience, he is ready to discuss your financial scenario and goals.
As a planner, he provides financial advice to individuals and business owners who seek strategies to help improve their financial position.
Chuck loves the financial services industry. “Personal finance is a school subject most individuals have had little exposure. I love connecting with people and learning about their unique needs and goals. Your financial goals and concerns deserve the attention of an experienced financial professional, call today!"
Chuck’s financial career began with Strong Capital Management, and led him to Denver, CO as a securities trader and the Carolinas to distribute over $150 million of fixed and variable annuities. The global market crash of 2008 provided Chuck the opportunity to create Winn Winn Financial, a financial services firm designed to help individuals and business owners with their investments, retirement and estate planning. In 2013, he accepted a position with Metlife to enhance the firm’s execution of comprehensive financial plans for individuals, executives and business owners. Chuck joined DB Tax & Wealth in 2018 to support and expand the firm’s wealth management services.
Chuck has successfully passed the FINRA Series 7 General Securities Representative exam, Series 63 Uniform Securities Agent State Law exam and the Series 65 Uniform Combined State Law exam, as well as obtaining Health and Life Insurance licenses. Chuck has been a CFP® professional since 2016 after completing educational course requirements in Investment Planning, Retirement Planning, Tax Planning, Financial Planning, Estate Planning and Insurance Planning. Chuck earned his Bachelor’s degree in Business Administration from the University of Wisconsin-Milwaukee, summa cum laude, in 2003.
Chuck lives in Menomonee Falls. If you run into him outside of work, he’s probably having fun with his kids Mark (13) and Joelle (12) or his extended family. He loves adventure and the outdoors, especially riding dirt bikes, fishing, skiing in the mountains and riding off-road trails on his mountain bike.