Randy Winkler's Location
Waukesha, WI, US
Randy Winkler's Work
- Lead Financial Advisor @ Drake & Associates, LLC
- Wealth Manager @ Annex Wealth Management
- Financial Planning Manager @ Annex Wealth Management
- Financial Planning Specialist @ Annex Wealth Management
- Financial Advisor @ Harris Investor Services
- Financial Advisor @ Community Financial Services
- Financial Advisor @ Disciplined Financial Services
- Financial Consultant @ A.G. Edwards & Sons, Inc.
Randy Winkler's 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's Skills
- Leadership
- Strategic Financial
- Strategic Financial Planning
- Retirement Planning
- Portfolio Management
- Securities
- 401k Rollovers
- Series 7
- Estate Planning
- Planning
Randy Winkler's Summary
Randy Winkler, based in Waukesha, WI, US, is currently a Lead Financial Advisor at Drake & Associates, LLC, bringing 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 contributes valuable insights to the industry. Randy Winkler has 3 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Randy Winkler you were looking for?
Find contact details for 700 million professionals.
Others Named Randy Winkler
-
12
-
45
-
15
-
11
-
12
-
11
Top Drake & Associates, LLC Employees
-
ViewBrenda Roberts
Director of Marketing at Drake & Associates, LLC
Milwaukee, Wisconsin, United States11 -
View
Thomas Neumann
Director of Wealth Management, Financial Advisor at Drake & Associates, LLC
Milwaukee, WI, US25+ -
ViewRyan Voight
Director of Operations and Office Administration at Drake & Associates, LLC
Waukesha, WI, US5+5+ -
21
-
35+
-
ViewWendy Peperkorn
Financial Advisor at Drake & Associates, LLC
Waukesha, Wisconsin, United States12 -
22
-
1
-
View
Madeline Schimelfenyg
Customer Service Specialist at Drake & Associates, LLC
Menomonee Falls, WI, US12 -
11
-
12
-
12
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
