Lawrence E. Barnard

PAUL WINKLER

Columbia, TN 37073

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CRD#: 2373006

Professional summary

Lawrence Evan Barnard, CFP® is a registered financial advisor currently at PAUL WINKLER, INC. located in Columbia, Tennessee.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Lawrence has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Crown Financial Concepts, Not Investment Related, Lewisburg, TN, Tax consulting and preparation, Owner, 11/2002, 150 hours devoted per year, Consult on taxes and prepare tax filings.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Evan Barnard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

August 15, 2008 - Present

PAUL WINKLER, INC.

Office #1: 230 E. James M. Campbell Blvd., Suite 105, Columbia, TN 37073Office #2: 725 Cool Springs Blvd Suite 600, Franklin, TN 37067

RIA

CRD#: 119342

Columbia, TN

Past

January 22, 2013 - October 1, 2015

SIGNATURE INVESTMENTS, INC.

RIA

CRD#: 113443

DAYTON, OH

Past

August 8, 2002 - December 31, 2012

SICOR SECURITIES INC

RIA

CRD#: 16195

DAYTON, OH

Past

August 1, 2002 - October 4, 2013

SICOR SECURITIES INC

CRD#: 16195

DAYTON, OH

Past

October 19, 1998 - August 6, 2002

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Past

August 4, 1993 - October 14, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 4, 1993 - October 14, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PAUL WINKLER, INC.

PAUL WINKLER, INC. | THE INVESTOR COACH, INC. | RETIREMENT & INVESTMENT STRATEGIES, INC

CRD#: 119342 / SEC#: 801-128081

RIA

Registered Investment Advisory firm - (6/1/2023 Approved)

Alabama

Registered Investment Advisory firm - (7/26/2023 Terminated)

Arizona

Registered Investment Advisory firm - (7/26/2023 Terminated)

Arkansas

Registered Investment Advisory firm - (7/26/2023 Terminated)

California

Registered Investment Advisory firm - (8/25/2023 Terminated)

Florida

Registered Investment Advisory firm - (7/26/2023 Terminated)

Georgia

Registered Investment Advisory firm - (8/3/2023 Terminated)

Indiana

Registered Investment Advisory firm - (7/26/2023 Terminated)

Kentucky

Registered Investment Advisory firm - (7/26/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (7/26/2023 Terminated)

Michigan

Registered Investment Advisory firm - (8/9/2023 Terminated)

Mississippi

Registered Investment Advisory firm - (7/26/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (8/1/2023 Terminated)

Ohio

Registered Investment Advisory firm - (7/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (7/27/2023 Terminated)

Texas

Registered Investment Advisory firm - (7/26/2023 Terminated)

Virginia

Registered Investment Advisory firm - (7/26/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/26/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(11/7/2019)

IAR

Arkansas
(1/31/2022)

IAR

California
(6/18/2015)

IAR

Connecticut
(4/19/2024)

IAR

Florida
(8/6/2018)

IAR

Illinois
(4/19/2024)

IAR

Indiana
(9/25/2012)

IAR

Kentucky
(4/19/2024)

IAR

Maine
(4/19/2024)

IAR

North Carolina
(4/19/2024)

IAR

Ohio
(10/16/2012)

IAR

Pennsylvania
(4/19/2024)

IAR

Tennessee
(8/15/2008)

IAR

Texas
(11/23/2019)

IAR

Utah
(4/22/2024)

IAR

Virginia
(1/28/2022)

IAR

Wisconsin
(6/26/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/1/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/6/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/3/1993

General Securities Representative Examination

Current Firm

PAUL WINKLER, INC.

PAUL WINKLER, INC. | THE INVESTOR COACH, INC. | RETIREMENT & INVESTMENT STRATEGIES, INC

CRD#: 119342 / SEC#: 801-128081

RIA

Registered Investment Advisory firm - (6/1/2023 Approved)

Alabama

Registered Investment Advisory firm - (7/26/2023 Terminated)

Arizona

Registered Investment Advisory firm - (7/26/2023 Terminated)

Arkansas

Registered Investment Advisory firm - (7/26/2023 Terminated)

California

Registered Investment Advisory firm - (8/25/2023 Terminated)

Florida

Registered Investment Advisory firm - (7/26/2023 Terminated)

Georgia

Registered Investment Advisory firm - (8/3/2023 Terminated)

Indiana

Registered Investment Advisory firm - (7/26/2023 Terminated)

Kentucky

Registered Investment Advisory firm - (7/26/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (7/26/2023 Terminated)

Michigan

Registered Investment Advisory firm - (8/9/2023 Terminated)

Mississippi

Registered Investment Advisory firm - (7/26/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (8/1/2023 Terminated)

Ohio

Registered Investment Advisory firm - (7/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (7/27/2023 Terminated)

Texas

Registered Investment Advisory firm - (7/26/2023 Terminated)

Virginia

Registered Investment Advisory firm - (7/26/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/26/2023 Terminated)

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Contact information

Main Address

3050 Business Park Circle Suite 503, Goodlettsville, TN 37072

Mailing Address

Phone number

(615) 851-1950

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ANNUAL AMENDMENT BROCHURE (7/10/2025)

Regulatory assets under management

Total Number of Accounts	2,559
AUM (Assets Under Management)	$ 1,168,234,280

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.

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Advisor Monitoring

Firm Stability Insights

Lawrence E. Barnard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Evan Barnard's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIGNATURE INVESTMENTS, INC.

SICOR SECURITIES INC

SICOR SECURITIES INC

G. A. REPPLE & COMPANY

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PAUL WINKLER, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/2004

Series 63

Date: 8/6/1993

Series 7

Date: 8/3/1993

Current Firm

PAUL WINKLER, INC.

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PAUL WINKLER, INC.

TRUST BUT VERIFY

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