Paul Winkler, Inc.

Paul Winkler, Inc. (CRD# 119342) is a financial advisory firm headquartered in Goodlettsville, TN. They serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IN, KY, OH, TN, TX

Financial Advisors at Paul Winkler, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Lawrence E. Barnard
CRD#: 2373006
725 Cool Springs Blvd, Suite 600, Franklin, TN 37067
96
Wealthminder
score

Lawrence Barnard (CRD# 2373006) is an Investment Advisor Representative working at Paul Winkler, Inc. in Franklin, TN and has over 23 years of experience in the finance industry. Lawrence Barnard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mariafearlene Brown
CRD#: 2772108
130 Hillcrest Drive, Suite304, Clarksville, TN 37043
96
Wealthminder
score

Mariafearlene Brown (CRD# 2772108) is an Investment Advisor Representative working at Paul Winkler, Inc. in Clarksville, TN and has over 8 years of experience in the finance industry.

3
Daniel R. Hill
CRD#: 3188300
3050 Business Park Circle, Suite 503, Goodlettsville, TN 37072
96
Wealthminder
score

Daniel Hill (CRD# 3188300) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 17 years of experience in the finance industry. Daniel Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jonathan M. Walker
CRD#: 4171428
150 N Water Avenue, Gallatin, TN 37066
96
Wealthminder
score

Jonathan Walker (CRD# 4171428) is an Investment Advisor Representative working at Paul Winkler, Inc. in Gallatin, TN and has over 16 years of experience in the finance industry. Jonathan Walker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Paul P. Winkler
CRD#: 1966712
3050 Business Park Circle, Suite 503, Goodlettsville, TN 37072
96
Wealthminder
score

Paul Winkler (CRD# 1966712) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 27 years of experience in the finance industry.

6
James P. Wood
CRD#: 3026680
3050 Business Park Circle, Suite 503, Goodlettsville, TN 37072
96
Wealthminder
score

James Wood (CRD# 3026680) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 18 years of experience in the finance industry. James Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ira M. Work
CRD#: 1238412
1833 Ward Drive, Suite 105, Murfreesboro, TN 37129
86
Wealthminder
score

Ira Work (CRD# 1238412) is an Investment Advisor Representative working at Paul Winkler, Inc. in Murfreesboro, TN and has over 30 years of experience in the finance industry.

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