Steven Winklmann, financial advisor Montgomery AL

Steven Winklmann

CRD Number: 6012161
Current Firm: First Command Advisory Services

Steven Winklmann (CRD# 6012161) is an Investment Advisor Representative working at First Command Advisory Services in Montgomery, AL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Advisory Services Fort Worth, TX Dec 2015 - Current 8
First Command Financial Planning, Inc. Fort Worth, TX Jun 2012 - Current 11
First Command Financial Services, Inc. Fort Worth, TX Jun 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Steven P. Winklmann
Phone Number: 817-731-8621
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    17,482
    MILLIONS
  • Total Number of Accounts
    107,959
    ACCOUNTS
  • Average Account Value
    $161,929
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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