Paul Winkler, Inc.
Paul Winkler, Inc. (CRD# 119342) is a financial advisory firm headquartered in Goodlettsville, TN. They manage $283,976,191 in 1,492 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management284MILLION
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Total Number of Accounts1,492ACCOUNTS
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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
Lawrence Barnard (CRD# 2373006) is an Investment Advisor Representative working at Paul Winkler, Inc. in Franklin, TN and has over 30 years of experience in the finance industry.
Mariafearlene Brown (CRD# 2772108) is an Investment Advisor Representative working at Paul Winkler, Inc. in Mount Juliet, TN and has over 15 years of experience in the finance industry.
Anne Ertel-Sawasky (CRD# 1739818) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 36 years of experience in the finance industry.
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.
Daniel Hill (CRD# 3188300) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 24 years of experience in the finance industry.
Michael Sharpnack (CRD# 6893375) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 6 years of experience in the finance industry.
Jonathan Walker (CRD# 4171428) is an Investment Advisor Representative working at Paul Winkler, Inc. in Gallatin, TN and has over 23 years of experience in the finance industry.
Paul Winkler (CRD# 1966712) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 34 years of experience in the finance industry.
James Wood (CRD# 3026680) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 26 years of experience in the finance industry.
Ira Work (CRD# 1238412) is an Investment Advisor Representative working at Paul Winkler, Inc. in Nashville, TN and has over 38 years of experience in the finance industry.