Unclaimed Profile

Bobbie Lee Cosgrove

PAUL WINKLER, INC.·GOODLETTSVILLE, Tennessee

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record13 years registeredPAUL WINKLER, INC.

3050 BUSINESS PARK CIRCLE, GOODLETTSVILLE, TN 37072CRD# 4675292Firm CRD# 119342

Profile Verification

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

Identity

Bobbie Lee Cosgrove · GOODLETTSVILLE, TN

Registration

CRD #4675292 · PAUL WINKLER, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PAUL WINKLER, INC.

CORECAP ADVISORS

Feb 2024 – May 2024

Monroeville, PA

HUNTINGTON FINANCIAL ADVISORS

Jun 2015 – Dec 2023

MONROEVILLE, PA

CITIZENS SECURITIES, INC.

Jun 2013 – May 2015

GREENSBURG, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · June 18, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAUL WINKLER, INC.

CRD 119342 · SEC 801-128081

AUM

$284M

Regulatory assets under management

Employees

1,492 client accounts

Services offered by PAUL WINKLER, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PAUL WINKLER, INC. →

Introduction

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Frequently Asked Questions

What services does Bobbie Lee Cosgrove offer?

Bobbie Lee Cosgrove specializes in Financial Planning, Investment Management.

What are Bobbie Lee Cosgrove's credentials?

Bobbie Lee Cosgrove is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bobbie Lee Cosgrove located?

Bobbie Lee Cosgrove is based in GOODLETTSVILLE, Tennessee, last registered with PAUL WINKLER, INC..

How does Bobbie Lee Cosgrove charge for services?

Bobbie Lee Cosgrove'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 PAUL WINKLER, INC.?

PAUL WINKLER, INC. has approximately 23 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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