Brian
Koonce
Paul Winkler, Inc
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About this Advisor
Brian Koonce is a financial advisor based in Goodlettsville, Tennessee, working with Paul Winkler, Inc. Brian has previously held positions at Paul Winkler Inc, University Of Kentucky College Of Pharmacy, Cascades Of The Bluegrass, Brian Koonce, Madison Central High School, Ohio County Board Of Education, and University Of Kentucky College Of Medicine. Brian has passed the Series 65 regulatory exam and is registered to provide services in Alabama, Florida, Georgia, Kentucky, Michigan, Tennessee, Texas, and Wisconsin. Currently, Brian is part of Paul Winkler, Inc, which operates out of Goodlettsville, Tennessee. The firm has 11 offices and 23 employees. The firm manages assets totaling $284.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Paul Winkler, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Paul Winkler, Inc Brokerage Details
$283,976,191
23
1,492
$190,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Brian Koonce Work History
Paul Winkler Inc
University Of Kentucky College Of Pharmacy
Cascades Of The Bluegrass
Brian Koonce
Madison Central High School
Ohio County Board Of Education
University Of Kentucky College Of Medicine
Disclosures
Please visit the SEC profile of Brian Koonce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paul Winkler, Inc
Goodlettsville, TN
Mount Juliet, TN
Goodlettsville, TN
Gallatin, TN
Goodlettsville, TN
Goodlettsville, TN
Mount Juliet, TN
Goodlettsville, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
