Troy Winegarner, CFP®
As co-founder and Managing Partner at Strong Tower Wealth Management, a wealth advisory firm in Minneapolis, MN. Troy is a graduate of the University of Minnesota, where he received a Bachelor of Science in economics.
After graduation, Troy launched his career at Miller Johnson & Khuen in Minneapolis, where he became the lead trading liaison for the online platform Stockwalk.com. That eventually led to a fifteen-year career at Morgan Stanley where he held positions as Vice President, Corporate Retirement Director and Senior Investment Management Consultant. It was in this capacity where he earned the trust of individuals, business owners and corporate investment committees. Troy continued his pursuit of higher education and professionalism earning industry certifications such as the CERTIFIED FINANCIAL PLANNERTM designation and Minneapolis 5 Star Wealth Manager* in 2014-2017 and 2019-2022. Troy’s top priority is to be a trusted advisor, helping clients design and execute a strategic wealth plan from beginning to end.
Troy and his family reside in Plymouth, MN where he enjoys being a husband, father and working around the house. Having grown up in central Minnesota fostered his love for the outdoors and MN lakes, which is often where friends and family find Troy and his family during the summer, at their cabin in Brainerd, MN. Economic empowerment, the environment and education are important causes that Troy enjoys supporting.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3.Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients.Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.