Roleen De Ono (CRD# 7706843) is an Investment Advisor Representative working at Paul Winkler, Inc. in Murfreesboro, TN and has 1 year of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paul Winkler, Inc. | Goodlettsville, TN | Mar 2023 - Current | 1 |
| Student | Mount Juliet, TN | Nov 2022 - Feb 2023 | < 1 |
| Deloitte Consulting LLP | Arlington, VA | Jul 2019 - Oct 2022 | 3 |
| Bha Consulting LLC | Suwanee, GA | May 2007 - Jun 2019 | 12 |
- CA
- FL
- GA
- KY
- TN
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts1,492ACCOUNTS
-
Average Account Value$190,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, ME, MI, MO, MS, NC, NE, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
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