Randy Winkler Location
Waukesha, WI, US
Randy Winkler Work
- 2022 - now Lead Financial Advisor @ Drake & Associates, LLC
- 2021 - 2022 Wealth Manager @ Annex Wealth Management
- 2014 - 2021 Financial Planning Manager @ Annex Wealth Management
- 2012 - 2014 Financial Planning Specialist @ Annex Wealth Management
- 2008 - 2012 Financial Advisor @ Harris Investor Services
- 2007 - 2008 Financial Advisor @ Community Financial Services
- 2005 - 2006 Financial Advisor @ Disciplined Financial Services
- 2002 - 2005 Financial Consultant @ A.G. Edwards & Sons, Inc.
Randy Winkler Education
- U.W. Milwaukee
BA (Mathematics)
1989 - 1990 - U.W. Waukesha
AS (Computer Science)
1986 - 1989 - College for Financial Planning
AAMS (Accredited Asset Management Specialist)
- College for Financial Planning
CERTIFIED FINANCIAL PLANNER
Randy Winkler Skills
- Leadership
- Strategic Financial
- Strategic Financial Planning
- Retirement Planning
- Portfolio Management
- Securities
- 401k Rollovers
- Series 7
- Estate Planning
- Planning
Randy Winkler Summary
Randy Winkler, based in Waukesha, WI, US, is currently a Lead Financial Advisor at Drake & Associates, LLC. Randy Winkler brings experience from previous roles at Annex Wealth Management and Harris Investor Services. Randy Winkler holds a 1989 - 1990 BA in Mathematics @ U.W. Milwaukee. With a robust skill set that includes Leadership, Strategic Financial, Strategic Financial Planning, Retirement Planning, Portfolio Management and more. Randy Winkler has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Drake & Associates, LLC Employees
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45+
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Brenda Roberts
Director of Marketing at Drake & Associates, LLC
Milwaukee, Wisconsin, United States11 -
5+5+
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Randy Winkler
Lead Financial Advisor at Drake & Associates, LLC
Waukesha, WI, US25+ -
Brad Allen
Financial Advisor at Drake & Associates, LLC
Mequon, WI, US11 -
Wendy Peperkorn
Financial Advisor at Drake & Associates, LLC
Waukesha, Wisconsin, United States12 -
1
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Carina Salvadori
Client Service Specialist at Drake & Associates, LLC
Milwaukee, WI, US12 -
1
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Madeline Schimelfenyg
Customer Service Specialist at Drake & Associates, LLC
Menomonee Falls, WI, US12 -
Sam Zabkowicz
Financial Advisor at Drake & Associates, LLC
Waukesha, Wisconsin, United States32
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