Tasha WinklerCRD Number: 5373393
Current Firm: Unionbanc Investment Services, LLC
Tasha Winkler (CRD# 5373393) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Portland, OR and has over 9 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Unionbanc Investment Services||Portland, OR||Aug 2012 - Current||5|
|Key Investment Services||Salem, OR||May 2011 - Aug 2012||1|
|Key Investment Services||Portland, OR||Aug 2009 - May 2011||1|
|Key Bank||Portland, OR||Jul 2009 - May 2011||1|
|Unemployed||Edmonds, WA||Feb 2009 - Jul 2009||< 1|
|Merrill Lynch||Portland, OR||Sep 2008 - Feb 2009||< 1|
|Mml Investors Services Inc.||Portland, OR||Feb 2008 - Feb 2009||1|
|Massmutual Life Insurance Company||Portland, OR||Feb 2008 - Feb 2009||1|
|Massmutual||Portland, OR||Feb 2008 - Sep 2008||< 1|
|John Hancock||Portland, OR||Sep 2007 - Feb 2008||< 1|
|John Hancock||Portland, OR||Oct 2007 - Jan 2008||< 1|
|Jefferson Research||Portland, OR||Apr 2007 - Sep 2007||< 1|
|Merril Lynch||Portland, OR||Jun 2007 - Aug 2007||< 1|
|Jefferson Research And Management||Portland, OR||Mar 2007 - Aug 2007||< 1|
|Portland State Univeristy||Portland, OR||Jan 1998 - Jun 2007||9|
|Portland State University||Portland, OR||Sep 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management773MILLIONS
Total Number of Accounts3,196ACCOUNTS
Average Account Value$241,970
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.