Winkler Financial Planning, LLC

Winkler Financial Planning, LLC (CRD# 142412) is a financial advisory firm headquartered in Norcross, GA. They manage $19,454,284 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $286,092
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

GA

Financial Advisors at Winkler Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott M. Winkler
CRD#: 5250629
6015 Atlantic Blvd, Suite G, Norcross, GA 30071
90
Wealthminder
score

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.

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