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Donald Ray Windle

WINDLE WEALTH, LLC·OKLAHOMA CITY, Oklahoma
SIE, Series 7, Series 66CFPClean record17 years registeredWINDLE WEALTH, LLC
5740 NW 132ND ST., OKLAHOMA CITY, OK 73142CRD# 5581610Firm CRD# 285653

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Ray Windle · OKLAHOMA CITY, OK
Registration
CRD #5581610 · WINDLE WEALTH, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

WINDLE WEALTH
Dec 2016 – present
PRIVATE ADVISOR GROUP, LLC
Mar 2014 – Dec 2016
OKLAHOMA CITY, OK
EDWARD JONES
Oct 2008 – Apr 2014
OKLAHOMA CITY, OK
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 29, 2008
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WINDLE WEALTH, LLC
CRD 285653 · SEC 801-123385
AUM
$159M
Regulatory assets under management
Employees
2
740 client accounts
Services offered by WINDLE WEALTH, 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 WINDLE WEALTH, LLC →
Introduction

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Frequently Asked Questions

What services does Donald Ray Windle offer?
Donald Ray Windle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Donald Ray Windle's credentials?
Donald Ray Windle holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Donald Ray Windle located?
Donald Ray Windle is based in OKLAHOMA CITY, Oklahoma, working with WINDLE WEALTH, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Donald Ray Windle charge for services?
Donald Ray Windle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDLE WEALTH, LLC?
WINDLE WEALTH, LLC has approximately 2 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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