Chuck Winn is a CERTIFIED FINANCIAL PLANNER™ with DBHW Wealth Partners. With over 20 years of investment experience, he is ready to discuss your financial scenario and goals.
Chuck loves the financial services industry. He loves connecting with people and learning about their needs, concerns and goals. Similar to taking advice about your health from a doctor, advice from a Certified Financial Planner can be priceless for your financial well-being.
Chuck’s financial career began with Strong Capital Management in Menomonee Falls, WI while earning his Bachelor’s degree. After graduation, he became an apprentice financial advisor in Denver, CO and onto North Carolina to distribute over $150 million of fixed and variable annuities as a Regional Vice President. The financial crisis of 2008 inspired Chuck to open Winn Winn Financial, an independent firm designed to provide financial advice and products. He joined Metlife in 2013 because his clients benefited from the firm’s strong Life Insurance and Financial Planning expertise. Chuck became an owner of DBHW Wealth Partners in 2018 to support and expand the firm’s wealth management services. While managing his client’s financial plans, he also provides mentorship for the next generation of financial advisors, advisor recruiting and monitoring of the managed accounts provided by DBHW Wealth Partners.
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 CERTIFIED FINANCIAL PLANNER ® 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 degree in Business Administration from the UW-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 (17) and Joelle (16) or family. He loves adventure and the outdoors, especially riding dirt bikes/ATVs, fishing, downhill skiing, traveling and golf.