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Edmund Matthew Van Winkle

DLK INVESTMENT ADVISORS, LLC·MERCER ISLAND, Washington
Clean recordDLK INVESTMENT ADVISORS, LLC
7525 SE 24TH STREET, MERCER ISLAND, WA 98040CRD# 7497834Firm CRD# 328897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edmund Matthew Van Winkle · MERCER ISLAND, WA
Registration
CRD #7497834 · DLK INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edmund Matthew Van Winkle is a registered financial advisor based in MERCER ISLAND, Washington, affiliated with DLK INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DLK INVESTMENT ADVISORS, LLC
DLK INVESTMENT ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DLK INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7497834
Firm CRD# 328897
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edmund Matthew Van Winkle offer?
Edmund Matthew Van Winkle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERCER ISLAND, Washington for a consultation.
What are Edmund Matthew Van Winkle's credentials?
Edmund Matthew Van Winkle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edmund Matthew Van Winkle located?
Edmund Matthew Van Winkle is based in MERCER ISLAND, Washington, working with DLK INVESTMENT ADVISORS, LLC. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.
How does Edmund Matthew Van Winkle charge for services?
Edmund Matthew Van Winkle's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DLK INVESTMENT ADVISORS, LLC?
DLK INVESTMENT ADVISORS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DLK INVESTMENT ADVISORS, LLC

Donald Ogden Dempster
MERCER ISLAND, WA

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