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Tiffany Michelle Winkles

CAPITAL UNITED, LLC·HILLSBORO, Oregon
Clean recordCAPITAL UNITED, LLC
5920 NE RAY CIRCLE, HILLSBORO, OR 97124CRD# 6726280Firm CRD# 285616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tiffany Michelle Winkles · HILLSBORO, OR
Registration
CRD #6726280 · CAPITAL UNITED, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tiffany Michelle Winkles is a registered financial advisor based in HILLSBORO, Oregon, affiliated with CAPITAL UNITED, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CAPITAL UNITED, LLC
CAPITAL UNITED, LLC
AUM
$159M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at CAPITAL UNITED, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: ADMINISTRATION FEE
Regulatory
SEC/IARD CRD# 6726280
Firm CRD# 285616
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tiffany Michelle Winkles offer?
Tiffany Michelle Winkles specializes in Retirement Planning. Contact their office in HILLSBORO, Oregon for a consultation.
What are Tiffany Michelle Winkles's credentials?
Tiffany Michelle Winkles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tiffany Michelle Winkles located?
Tiffany Michelle Winkles is based in HILLSBORO, Oregon, working with CAPITAL UNITED, LLC. Their office serves clients in the HILLSBORO metropolitan area and surrounding communities.
How does Tiffany Michelle Winkles charge for services?
Tiffany Michelle Winkles's firm is compensated through percentage of aum, other: administration fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL UNITED, LLC?
CAPITAL UNITED, LLC is a registered investment adviser with the SEC, managing $159M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at CAPITAL UNITED, LLC

Brian Scott Fuller
HILLSBORO, OR
Bradford Brennan Stedem
HILLSBORO, OR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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