Unclaimed Profile

Michael Allen Winkle

OPTIMUM INVESTMENT ADVISORS, LLC·CHICAGO, Illinois

Series 3, Series 65Clean record16 years registeredOPTIMUM INVESTMENT ADVISORS, LLC

100 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 2221834Firm CRD# 105182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Allen Winkle · CHICAGO, IL

Registration

CRD #2221834 · OPTIMUM INVESTMENT ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OPTIMUM INVESTMENT ADVISORS, LLC

STEWARDSHIP ASSET MANAGEMENT, LLC

May 2010 – Dec 2018

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · May 11, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIMUM INVESTMENT ADVISORS, LLC

CRD 105182 · SEC 801-35773

AUM

$288M

Regulatory assets under management

Employees

439 client accounts

Services offered by OPTIMUM INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OPTIMUM INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Allen Winkle offer?

Michael Allen Winkle specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Michael Allen Winkle's credentials?

Michael Allen Winkle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Allen Winkle located?

Michael Allen Winkle is based in CHICAGO, Illinois, last registered with OPTIMUM INVESTMENT ADVISORS, LLC.

How does Michael Allen Winkle charge for services?

Michael Allen Winkle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIMUM INVESTMENT ADVISORS, LLC?

OPTIMUM INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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