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Daniel Robert Hill

Paul Winkler, Inc.

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About Daniel Robert Hill

Daniel Robert Hill is a financial advisor with Paul Winkler, Inc. and Hill Wealth Strategies, based in Goodlettsville, TN. Daniel has been in the financial industry for over 20 years and has experience in various aspects of financial advising, including financial planning, portfolio management, and investment advisory services. Daniel is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses. Daniel is dedicated to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Daniel Hill 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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Daniel Hill’s Registration & Firm History

TN

01/01/2025 - Present

Paul Winkler, Inc. (GOODLETTSVILLE TN)

VA

04/03/2006 - 12/19/2008

CENTAURUS FINANCIAL, INC. (RICHMOND VA)

GA

08/30/2004 - 04/04/2006

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

MA

02/23/1999 - 08/27/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 12/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Robert Hill.
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