Winkler Financial Planning, LLC
Winkler Financial Planning, LLC (CRD# 142412) is a financial advisory firm headquartered in Norcross, GA. They manage $36,262,477 in 84 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts84ACCOUNTS
Average Account Value$431,696
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Scott Winkler (CRD# 5250629) is an Investment Advisor Representative working at Winkler Financial Planning, LLC in Norcross, GA and has 1 year of experience in the finance industry. Scott Winkler 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.