Unclaimed Profile

Christopher Todd Winkler

RPOA ADVISORS, INC.·PLANO, Texas

Clean record15 years registeredRPOA ADVISORS, INC.

2820 DALLAS PARKWAY, PLANO, TX 75093CRD# 2413236Firm CRD# 157222

Profile Verification

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

Identity

Christopher Todd Winkler · PLANO, TX

Registration

CRD #2413236 · RPOA ADVISORS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RPOA ADVISORS, INC.

IVORY INVESTMENT MANAGEMENT, LLC

Jun 2011 – Aug 2016

HOUSTON, TX

Registrations & Exams

Registration record

First registered · June 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RPOA ADVISORS, INC.

CRD 157222 · SEC 801-72262

AUM

$3.6B

Regulatory assets under management

Employees

122

15,137 client accounts

Services offered by RPOA ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPOA ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Christopher Todd Winkler offer?

Christopher Todd Winkler specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Christopher Todd Winkler's credentials?

Christopher Todd Winkler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Todd Winkler located?

Christopher Todd Winkler is based in PLANO, Texas, last registered with RPOA ADVISORS, INC..

How does Christopher Todd Winkler charge for services?

Christopher Todd Winkler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RPOA ADVISORS, INC.?

RPOA ADVISORS, INC. has approximately 122 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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