Robert Winkelman (CRD# 1245226) is an Investment Advisor Representative working at Westward Planning Group in Narberth, PA and has over 40 years of experience in the finance industry. Robert Winkelman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2629855
Investment Management & Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 1294 Montgomery LLC | Narberth, PA | Jul 2014 - Current | 9 |
| The Leaders Group Inc. | Littleton, CO | Jul 2014 - Jun 2019 | 4 |
| Chesapeake Brokerage | Owing Mills, MD | Jun 2014 - Jun 2019 | 5 |
| Lpl Financial LLC | Downington, PA | Dec 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- PA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$227,865
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
PA
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