Victoria Winkelman
Victoria Winkelman is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in San Diego, CA, with 42 years of industry experience. Victoria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
1011 Camino Del Rio South, Ste 550, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Victoria is the owner of Barrett Financial and Investment Services DBA MPD Wealth, offering sales and services of insurance and securities, including annuities, fixed index annuities, and long-term care. This activity takes up Victoria's full-time work hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Pmg Securities CorporationBroker
Sentra Securities CorporationBroker
Legend Equities CorporationBroker
Legend Capital CorporationBroker
Investors Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
E.I. Sales, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
The Variable Annuity Marketing CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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