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Patricia Lynn Winkelmann

BLUE OCEAN PORTFOLIOS, LLC·SAINT LOUIS, Missouri
Unclaimed Profile
1588 SOUTH LINDBERGH, SAINT LOUIS, MO 63131-3513CRD# 5903387Firm CRD# 151546
01

About

Patricia Lynn Winkelmann is a registered financial advisor based in SAINT LOUIS, Missouri, affiliated with BLUE OCEAN PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BLUE OCEAN PORTFOLIOS, LLC
BLUE OCEAN PORTFOLIOS, LLC
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BLUE OCEAN PORTFOLIOS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Other: DEFINED CONTRIBUTION FIDUCIARY SERVICES FEES
Regulatory
SEC/IARD CRD# 5903387
Firm CRD# 151546
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Lynn Winkelmann offer?
Patricia Lynn Winkelmann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT LOUIS, Missouri for a consultation.
What are Patricia Lynn Winkelmann's credentials?
Patricia Lynn Winkelmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Lynn Winkelmann located?
Patricia Lynn Winkelmann is based in SAINT LOUIS, Missouri, working with BLUE OCEAN PORTFOLIOS, LLC. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.
How does Patricia Lynn Winkelmann charge for services?
Patricia Lynn Winkelmann's firm is compensated through percentage of aum, other: defined contribution fiduciary services fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE OCEAN PORTFOLIOS, LLC?
BLUE OCEAN PORTFOLIOS, LLC has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAINT LOUIS
Anthony James Speranzo — AHV HOLDING COMPANY, LLCRobert Donald Millstone — MILLSTONE CAPITAL ADVISORS, LLCFred Flegel — MILLSTONE CAPITAL ADVISORS, LLCToby Warticovschi — MILLSTONE CAPITAL ADVISORS, LLCJoseph Raymond Impicciche — AHV HOLDING COMPANY, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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