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Michael John Sharpnack

Paul Winkler, Inc.

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About Michael John Sharpnack

Michael John Sharpnack is an Investment Advisor Representative at Paul Winkler, Inc. Michael has been with the firm since September 2017. Michael is registered with the state of Alabama, Arizona, California, Florida, Georgia, Kentucky, Michigan, Tennessee, and Texas. Michael specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. The firm also provides services to corporations, charitable organizations, and high-net-worth individuals.

Firm Information

Michael Sharpnack 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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Michael Sharpnack’s Registration & Firm History

TN

05/30/2018 - Present

Paul Winkler, Inc. (GOODLETTSVILLE TN)

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Licenses & Designations

IA

Issued 12/04/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Sharpnack.
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