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Lawrence Evan Barnard

Paul Winkler, Inc.

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About Lawrence Evan Barnard

Lawrence Barnard is an Investment Advisor Representative at Paul Winkler, Inc. Lawrence has been in the financial services industry since 1993. Lawrence is registered with the Securities and Exchange Commission (SEC) and holds a Series 65 and a Series 7 license. Lawrence is also a Certified Financial Planner. Lawrence's primary focus is on providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Lawrence Barnard 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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Lawrence Barnard’s Registration & Firm History

TN

06/26/2018 - Present

Paul Winkler, Inc. (FRANKLIN TN)

OH

08/01/2002 - 10/04/2013

SICOR SECURITIES INC (DAYTON OH)

FL

10/19/1998 - 08/06/2002

G. A. REPPLE & COMPANY (CASSELBERRY FL)

MN

08/04/1993 - 10/14/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/04/1993 - 10/14/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 07/01/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lawrence Evan Barnard.
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