Unclaimed
Edmund Matthew Van winkle is a registered investment advisor with DLK Investment Management, LLC and DLK Investment Advisors, LLC. Edmund has been in the industry for a significant period and is currently based in Mercer Island, WA. Edmund holds a Series 65 license and has a strong background in financial planning and portfolio management for individuals and businesses. Edmund is also a professor at the Foster School of Business at the University of Washington. Edmund is dedicated to providing personalized investment advice tailored to his clients' specific needs and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/21/2022 - Present
DLK Investment Management, LLC (SOLANA BEACH CA)
IA
Issued 07/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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