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Anne Therese Ertel-sawasky

Paul Winkler, Inc.

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About Anne Therese Ertel-sawasky

Anne Ertel-sawasky is an Investment Advisor Representative associated with Paul Winkler, Inc.. Anne has over 30 years of experience in the financial services industry. Anne has worked with many clients over the years providing financial planning and investment management. Anne also holds a law license and has run her own law practice for over 25 years. Anne is a Chartered Financial Consultant and holds Series 6, 26, 63, and 65 licenses.

Firm Information

Anne Ertel-sawasky is currently registered with Paul Winkler, Inc.. Paul Winkler, Inc. is an investment advisor registered with the SEC. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They have approximately $284 million in regulatory assets under management.
Paul Winkler, Inc.

3050 BUSINESS PARK CIRCLE

GOODLETTSVILLE, TN 37072

$283.98M

Assets Under Management

50

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anne Ertel-sawasky’s Registration & Firm History

TN

01/28/2025 - Present

Paul Winkler, Inc. (GOODLETTSVILLE TN)

MN

10/05/1987 - 03/12/1997

AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/07/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/1987

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/17/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anne Therese Ertel-sawasky.
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