Unclaimed
Earl George Winebrenner is a financial advisor with over 30 years of experience in the industry. Earl currently serves as the Managing Member of Winebrenner Capital Management LLC, a firm based in Louisville, Kentucky. Earl has also been an approved investment advisor in Kentucky, Indiana, Florida, and Texas. Prior to forming Winebrenner Capital Management LLC, Earl was a Managing Member at Winebrenner Capital Partners, LLC. Earl's expertise lies in portfolio management for individuals and pooled investment vehicles, serving high-net-worth individuals and clients in various other categories. His dedication to providing comprehensive financial solutions is evident in his commitment to working with clients to achieve their individual financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KY
06/05/2019 - Present
Winebrenner Capital Management LLC (LOUISVILLE KY)
KY
11/02/1999 - 12/06/2010
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
CT
05/21/1998 - 09/17/1999
ADVEST, INC. (HARTFORD CT)
NY
05/21/1992 - 06/03/1998
J.C. BRADFORD & CO. (NEW YORK NY)
NY
01/09/1989 - 05/27/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/01/1988 - 01/19/1989
DEAN WITTER REYNOLDS INC.
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/1999
Series 4 - Registered Options Principal Examination
BC
Issued 09/13/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/08/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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