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Paul Patrick Winkler

PAUL WINKLER, INC.·GOODLETTSVILLE, Tennessee
Series 6, Series 7, Series 63ChFC22 years registeredPAUL WINKLER, INC.
3050 BUSINESS PARK CIRCLE, GOODLETTSVILLE, TN 37072CRD# 1966712Firm CRD# 119342

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Patrick Winkler · GOODLETTSVILLE, TN
Registration
CRD #1966712 · PAUL WINKLER, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

PAUL WINKLER, INC.
Jun 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · June 4, 2004
Years registered · 22
Professional designation · ChFC
03

Disclosure History

2019Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PAUL WINKLER, INC.
CRD 119342 · SEC 801-128081
AUM
$284M
Regulatory assets under management
Employees
23
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
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05

Frequently Asked Questions

What services does Paul Patrick Winkler offer?
Paul Patrick Winkler specializes in Financial Planning, Investment Management. Contact their office in GOODLETTSVILLE, Tennessee for a consultation.
What are Paul Patrick Winkler's credentials?
Paul Patrick Winkler holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Paul Patrick Winkler located?
Paul Patrick Winkler is based in GOODLETTSVILLE, Tennessee, working with PAUL WINKLER, INC.. Their office serves clients in the GOODLETTSVILLE metropolitan area and surrounding communities.
How does Paul Patrick Winkler charge for services?
Paul Patrick Winkler'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.

Bobbie Lee Cosgrove
GOODLETTSVILLE, TN

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