Tiffany M. Winkles

CAPITAL UNITED

Hillsboro, OR 97123

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CRD#: 6726280

Professional summary

Tiffany Michelle Winkles, who also goes by Tiffany M Misner, is a registered financial advisor currently at CAPITAL UNITED, LLC located in Hillsboro, Oregon.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tiffany has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tiffany M Misner

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Michelle Winkles's 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®

None

Experience

Current

November 15, 2017 - Present

CAPITAL UNITED, LLC

Office #1: 535 Se Washington Street, Hillsboro, OR 97123

RIA

CRD#: 285616

Hillsboro, OR

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

Florida
(5/19/2023)

IAR

Oregon
(11/15/2017)

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: 11/15/2017

Uniform Investment Adviser Law Examination

Current Firm

CAPITAL UNITED, LLC

CRD#: 285616 / SEC#: 801-129928

RIA

Registered Investment Advisory firm - (12/1/2025 Terminated)

Florida

Registered Investment Advisory firm - (5/19/2023 Approved)

Oregon

Registered Investment Advisory firm - (3/10/2023 Approved)

Puerto Rico

Registered Investment Advisory firm - (10/7/2025 Approved)

Wisconsin

Registered Investment Advisory firm - (12/16/2025 Approved)

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).

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Contact information

Main Address

5920 Ne Ray Circle Ste 180, Hillsboro, OR 97124

Mailing Address

Phone number

(424) 279-8308

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2B - THOMAS MARTIN (12/1/2025)

ADV PART 2B - BRIAN FULLER (12/1/2025)

ADV PART 2B - BRADFORD STEDEM (12/1/2025)

ADV PART 2B - TIFFANY WINKLES (12/1/2025)

ADV PART 2B - BRENNAN SIM (12/1/2025)

ADV PART 2A-CAPITAL UNITED, LLC (3/27/2025)

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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Tiffany M. Winkles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Michelle Winkles's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL UNITED, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2017

Current Firm

CAPITAL UNITED, LLC

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

CAPITAL UNITED, LLC

TRUST BUT VERIFY

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