Westward Planning Group

Westward Planning Group (CRD# 301666) is a financial advisory firm headquartered in , . They manage $16,178,406 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/bob-winkelman-cfp%c2%ae-8a41b4b/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $227,865
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Westward Planning Group
Showing 1 - 1 of 1 top financial advisors.
1
Robert Winkelman, financial advisor Narberth PA
Robert B. Winkelman
CRD#: 1245226
Narberth, PA

Robert Winkelman (CRD# 1245226) is an Investment Advisor Representative working at Westward Planning Group in Narberth, PA and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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