Lloyd Winkler, LUTCF
Senior Financial Advisor
Million Dollar Round Table
National Association of Financial Representatives
Lloyd has been with Allied Wealth Partners, (formerly Langdon Ford Financial) since 2001. He is a trusted family financial advisor. His Financial Advisory practice is devoted to assisting individuals and small businesses achieve their financial goals, within their scope of risk. In addition, he facilitates many families in multi-generational and estate planning.
Lloyd provides a customized approach that is client –centric and service oriented to each individual’s specific needs in the areas of investment management, insurance protection strategies, estate planning and custom pre and post retirement solutions. Having started his Financial Services practice at Langdon Ford Financial, Lloyd understands the fundamental importance in offering clients a complete approach to their comprehensive financial picture.
Lloyd has earned the Life Underwriting Training Fellow (LUTCF) designation and uses the skills learned from the designation to mentor the other financial advisors at AWP. LUTCF® is a Designation Program developed for NAIFA which is the National Association of Insurance and Financial Advisors. He also plays a major role in Allied Wealth Partner’s mentoring program for new and upcoming advisors. Lloyd is consistently nominated for “The Million Dollar Round Table”. This is an independent organization that compromises the world’s life insurance and financial professionals. This organization is driven by standards of ethics, knowledge, service, and productivity. He attains the level of “Top of the Table”, regularly attends financial services planning seminars, and also attends conferences to keep current on the changing landscape of the financial and investment world. In addition, he is also an instructor in “The Financial Educator’s Network”, where he teaches classes on pre- retirement planning, throughout the year. Lloyd is insurance licensed in many states beyond the NY metropolitan area.
Lloyd resides in Englewood NJ with his wife Donna. Together they have three adult children and three grandchildren.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Lloyd Winkler LUTCF is a registered representative and investment advisor representative of Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC and a Registered Investment Advisor. Allied Wealth Partners is independently owned and operated. Tracking#: 2343900 DOFU: 12/2018