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
Scott Collins (CRD# 7541944) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has 1 year of experience in the finance industry.
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.
James Dickson (CRD# 7317113) is an Investment Advisor Representative working at Paul Winkler, Inc. in Franklin, TN and has over 3 years of experience in the finance industry.
Brian Koonce (CRD# 7286788) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 5 years of experience in the finance industry.