Robert B. Winkelman
Professional summary
Robert Bernard Winkelman III, CFP®, who also goes by Robert Bernard Winkelman, is a registered financial advisor currently at WESTWARD PLANNING GROUP located in Narberth, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Bernard Winkelman III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
June 27, 2019 - Present
WESTWARD PLANNING GROUP
July 29, 2014 - June 13, 2019
THE LEADERS GROUP, INC.
December 19, 2013 - July 14, 2014
LPL FINANCIAL LLC
December 19, 2013 - July 14, 2014
LPL FINANCIAL LLC
October 16, 2013 - December 23, 2013
WOODBURY FINANCIAL SERVICES, INC.
March 8, 2012 - December 23, 2013
WOODBURY FINANCIAL SERVICES, INC.
April 1, 2009 - February 10, 2012
HIMCO DISTRIBUTION SERVICES COMPANY
December 7, 2005 - January 15, 2009
CORNERSTONE INSTITUTIONAL INVESTORS, INC.
May 19, 2003 - November 30, 2005
VP DISTRIBUTORS LLC
March 15, 1993 - September 24, 2003
WS GRIFFITH SECURITIES, INC.
July 15, 1984 - March 15, 1993
VP DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/27/2019)
Exams
Current Firm
WESTWARD PLANNING GROUP
CRD#: 301666 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 7,724,801 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
