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Paul Patrick Winkler

PAUL WINKLER, INC.·GOODLETTSVILLE, Tennessee
Unclaimed Profile
3050 BUSINESS PARK CIRCLE, GOODLETTSVILLE, TN 37072CRD# 1966712Firm CRD# 119342
01

About

Paul Patrick Winkler 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
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# 1966712
Firm CRD# 119342
2 disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 in GOODLETTSVILLE
Darwin Douglas Johnson — SAGEGUARD FINANCIAL GROUP, LLCPaula Christine Johnson — SAGEGUARD FINANCIAL GROUP, LLCDeborah Ann Winkler — PAUL WINKLER, INC.Bobbie Lee Cosgrove — PAUL WINKLER, INC.
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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