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TW

Tiffany M. Winkles

CAPITAL UNITED
Hillsboro, OR 97123
Some features on this profile are disabled
CRD#: 6726280
TW

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.

top-8-questions

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.
Tiffany Winkles is an employee at EB-5 United, LLC with the title of Chief Financial Officer.

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

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".
CU
CAPITAL UNITED, LLC
CAPITAL UNITED, LLC

CRD#: 285616 / SEC#: 801-129928

RIA
Registered Investment Advisory firm - (4/17/2024 Approved)
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)

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/2017
Uniform Investment Adviser Law Examination

Current Firm

CU
CAPITAL UNITED, LLC
CAPITAL UNITED, LLC

CRD#: 285616 / SEC#: 801-129928

RIA
Registered Investment Advisory firm - (4/17/2024 Approved)
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)
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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
0

SEC notice filing (1 States and Territories)

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Documents

Latest Form ADV

Part 2 Brochures

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.

Company Information

CAPITAL UNITED, LLC

CRD#: 285616Hillsboro, OR 97123

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