Shelby Birkeland has been Wealth Advisor of Winter & Associates since July 2026, is not listed as a control person, but directly owns between 10% and 25% of the firm. Shelby Birkeland holds a Bachelor of Science in Management from Boston College.
Winter & Associates, Inc. is a St. Paul, MN firm with $180M under management, 208 clients and 4 advisers in one office, as of its August 2026 filing.
Shelby Birkeland is Wealth Advisor of Winter & Associates, Inc., based in St. Paul, MN. Her career started in Boston with Wayfair, and in 2022 she worked for The Ovative Group, focused on where to invest clients' marketing dollars. She joined Winter & Associates in October 2024.
- Winter & Associates, Inc.Current– present · 1 yearSt. Paul, MN · Adviser representative · Firm CRD 310349
Investment adviser representative registrations
Shelby Birkeland is registered as an investment adviser representative in 2 states. The first approvals date from November 2024; the most recent is Texas, in May 2025.
- MinnesotaSince 5 November 2024
- TexasSince 13 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shelby Ann Birkeland
- CRD
- 7993865
- Firm
- Winter & Associates · CRD 310349
- Role
- Wealth Advisor
- Office
- 964 GRAND AVENUE, St. Paul, MN 55105
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- winterassoc.com
Where does Shelby Birkeland work?
Shelby Birkeland has been Wealth Advisor of Winter & Associates, Inc. since July 2026.
Is Shelby Birkeland a financial advisor?
Yes. Shelby Birkeland has a current investment-adviser registration in Minnesota and Texas, through Winter & Associates since November 2024.
How many years of experience does Shelby Birkeland have?
Shelby Birkeland has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has Shelby Birkeland passed?
Shelby Birkeland passed the Series 65 in November 2024.
Where is Shelby Birkeland based?
Shelby Birkeland’s registered office is in St. Paul, MN.
Is Shelby Birkeland registered with FINRA?
No. Shelby Birkeland has no current broker registration.
How can I verify Shelby Birkeland’s record?
Search CRD 7993865 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shelby Birkeland’s full registration record.
