Daniel
Hill

Paul Winkler, Inc

CRD#3188300
Investment Advisor
in Goodlettsville, TN

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About this Advisor

Daniel Hill is a financial advisor based in Goodlettsville, Tennessee, working with Paul Winkler, Inc. Daniel has previously held positions at D.R. Hill & Associates, Inc, D.R. Hill Wealth Strategies, LLC Dba Hill Wealth Strategies, and Paul Winkler, Inc. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Arkansas, California, Illinois, Indiana, Kentucky, North Carolina, Tennessee, Texas, and Wisconsin. Currently, Daniel 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3050 Business Park Circle Suite 503
Goodlettsville, TN 37072

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Paul Winkler, Inc Brokerage Details

Total Assets Under Management

$283,976,191

TN Average: $730,596,643
Total Number of Employees

23

TN Average: 15
Total Number of Accounts

1,492

TN Average: 968
Average Account Size

$190,333

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Hill Work History

2013 - Present (11 years)

Paul Winkler, Inc

2008 - Present (16 years)

D.R. Hill Wealth Strategies, LLC Dba Hill Wealth Strategies

2006 - Present (18 years)

D.R. Hill & Associates, Inc

Disclosures

Please visit the SEC profile of Daniel Hill 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

Mariafearlene Brown
Mount Juliet, TN
Michael Sharpnack
Goodlettsville, TN
Brian Koonce
Goodlettsville, TN
Scott Collins
Goodlettsville, TN
James Wood
Goodlettsville, TN
Jonathan Walker
Gallatin, TN
Roleen De Ono
Mount Juliet, TN
Daniel Hill
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.

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