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 11 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.

AZ, CA, FL, GA, IN, KY, MI, OH, TN, TX, WI

Financial Advisors at Paul Winkler, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Lawrence E. Barnard
CRD#: 2373006
Franklin, TN 37067

Lawrence Barnard (CRD# 2373006) is an Investment Advisor Representative working at Paul Winkler, Inc. in Franklin, TN and has over 26 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
Mount Juliet, TN 37122

Mariafearlene Brown (CRD# 2772108) is an Investment Advisor Representative working at Paul Winkler, Inc. in Mount Juliet, TN and has over 11 years of experience in the finance industry.

3
Anne T. Ertelsawasky
CRD#: 1739818
Goodlettsville, TN 37072

Anne Ertelsawasky (CRD# 1739818) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 32 years of experience in the finance industry.

4
Curtis C. Henson
CRD#: 6893312
Goodlettsville, TN 37072

Curtis Henson (CRD# 6893312) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has 1 year of experience in the finance industry. Curtis Henson 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
Daniel R. Hill
CRD#: 3188300
Goodlettsville, TN 37072

Daniel Hill (CRD# 3188300) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 20 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.

6
Michael J. Sharpnack
CRD#: 6893375
Goodlettsville, TN 37072

Michael Sharpnack (CRD# 6893375) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 2 years of experience in the finance industry.

7
Jonathan M. Walker
CRD#: 4171428
Gallatin, TN 37066

Jonathan Walker (CRD# 4171428) is an Investment Advisor Representative working at Paul Winkler, Inc. in Gallatin, TN and has over 19 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.

8
Paul P. Winkler
CRD#: 1966712
Goodlettsville, TN 37072

Paul Winkler (CRD# 1966712) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 30 years of experience in the finance industry.

9
James P. Wood
CRD#: 3026680
Goodlettsville, TN 37072

James Wood (CRD# 3026680) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 21 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.

10
Ira M. Work
CRD#: 1238412
Nashville, TN 37205

Ira Work (CRD# 1238412) is an Investment Advisor Representative working at Paul Winkler, Inc. in Nashville, TN and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.