Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Winkeljohn is a financial advisor with over 20 years of experience in the industry. Tony is registered with World Investment Advisors, LLC and is licensed to provide investment advice in Indiana, Michigan and Ohio. Tony has a strong background in financial planning and portfolio management. Tony is also licensed to provide financial planning services to businesses and individuals, and has experience working with pension and profit-sharing plans. Tony is committed to providing personalized service and helping his clients achieve their 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
07/01/2015 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
IN
06/15/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Fort Wayne IN)
IN
11/30/2010 - 07/07/2015
LPL FINANCIAL LLC (FORT WAYNE IN)
IN
12/05/2008 - 11/30/2010
NRP FINANCIAL, INC. (FORT WAYNE IN)
IN
06/07/2001 - 12/08/2008
NEW ENGLAND SECURITIES (FORT WAYNE IN)
GA
06/10/1997 - 06/04/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
CT
08/01/1995 - 02/26/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
09/23/1992 - 08/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
IA
Issued 10/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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