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Bobbie Lee Cosgrove

PAUL WINKLER, INC.·GOODLETTSVILLE, Tennessee
PAUL 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.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Bobbie Lee Cosgrove is a registered financial advisor based in GOODLETTSVILLE, Tennessee, affiliated with PAUL WINKLER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
PAUL WINKLER, INC.
PAUL WINKLER, INC.
AUM
$284M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at PAUL WINKLER, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4675292
Firm CRD# 119342
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bobbie Lee Cosgrove offer?
Bobbie Lee Cosgrove specializes in Financial Planning, Investment Management. Contact their office in GOODLETTSVILLE, Tennessee for a consultation.
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, working with PAUL WINKLER, INC.. Their office serves clients in the GOODLETTSVILLE metropolitan area and surrounding communities.
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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Other Advisors at PAUL WINKLER, INC.

Paul Patrick Winkler
GOODLETTSVILLE, TN
Deborah Ann Winkler
GOODLETTSVILLE, TN

More Advisors in GOODLETTSVILLE, Tennessee

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Darwin Douglas Johnson
SAGEGUARD FINANCIAL GROUP, LLC·GOODLETTSVILLE, TN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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