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Wintergreen Financial Group Employee Directory

Investment ManagementMaine, United States2-10 Employees

Wintergreen Financial Group is an investment management firm based in Portland, Maine, with a history spanning more than two decades. The firm provides personalized financial services to a diverse client base, offering securities and advisory services through LPL Financial, a registered investment advisor and broker/dealer. As an affiliate of LPL Financial, Wintergreen operates within the framework of a large, established financial services network, serving clients who seek guidance and management of their investments. The organization is positioned in the investment management industry and emphasizes tailored financial planning and advice supported by a well-known independent broker/dealer platform.

Find Wintergreen Financial Group employees' phone numbers or email addresses

Wintergreen Financial Group Global Highlights

Location
Employees

North America
6

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  • United States Of America
    5
  • Canada
    1

Wintergreen Financial Group's Leadership

  • Stylized image of a person
    K. T.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Vice President, Commercial Services Officer
    Phone icon
    Mobile Phone

Wintergreen Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Wintergreen Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. T.
    Owner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. A.
    Vice President, Commercial Services Officer
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Wintergreen Financial Group known for?

Minus sign iconPlus sign iconWintergreen Financial Group was founded in 1995 operates in the Investment Management industry. Explore Wintergreen Financial Group's company overview page for more information.

What is Wintergreen Financial Group's most common email format?

Minus sign iconPlus sign iconWintergreen Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wintergreen Financial Group email formats with LeadIQ.

How many employees does Wintergreen Financial Group have currently?

Minus sign iconPlus sign iconWintergreen Financial Group has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Wintergreen Financial Group's key employees and leadership?

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As of July 2026, Wintergreen Financial Group's key employees include:

  • Owner: K. T.
  • Vice President, Commercial Services Officer: J. A.

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