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Mariafearlene Brown

Paul Winkler, Inc.

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About Mariafearlene Brown

Mariafearlene Brown is a financial professional with over 20 years of experience in the financial services industry. Mariafearlene is currently registered with Paul Winkler, Inc. as an Investment Advisor Representative. Mariafearlene has a strong background in providing financial planning and investment management services to individuals, corporations and charitable organizations. Mariafearlene also provides educational seminars and assists clients with the selection of other advisors.

Firm Information

Mariafearlene Brown 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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Mariafearlene Brown’s Registration & Firm History

TN

07/30/2014 - Present

Paul Winkler, Inc. (MT. JULIET TN)

TN

11/16/2012 - 09/13/2013

HORACE MANN INVESTORS INC (CLARKSVILLE TN)

CA

07/12/2002 - 12/13/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MN

09/13/1996 - 05/02/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

IN

05/24/2000 - 07/10/2000

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

05/24/2000 - 07/10/2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

11/23/1999 - 03/15/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

FL

02/12/1999 - 01/24/2000

INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)

TX

05/13/1997 - 10/22/1998

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

09/13/1996 - 04/08/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 11/30/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/02/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/12/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mariafearlene Brown.
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