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William Richard Winkeler

Confluence Financial Partners

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About William Richard Winkeler

William Winkeler is a financial advisor registered with Confluence Financial Partners. William has been a financial advisor for over a decade, and has held prior positions at RBC Capital Markets, LLC and UBS Financial Services Inc. William holds the Series 7, Series 66, and SIE licenses. William specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. William is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL ANALYST.

Firm Information

William Winkeler is currently registered with Confluence Financial Partners. Confluence Financial Partners is a Registered Investment Advisor (RIA) located in McMurray, Pennsylvania. They offer a variety of investment services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $3.06 billion in assets for a diverse clientele that includes individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Confluence Financial Partners

732 E MCMURRAY RD

MCMURRAY, PA 15317

$3.06B

Assets Under Management

48

Total Clients

36

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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William Winkeler’s Registration & Firm History

PA

02/03/2022 - Present

Confluence Financial Partners (MCMURRAY PA)

PA

11/08/2013 - 03/17/2015

RBC CAPITAL MARKETS, LLC (PITTSBURGH PA)

PA

07/27/2011 - 11/18/2013

UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 08/26/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Richard Winkeler.
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