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Bryce Winkel

Transamerica Financial Advisors, LLC
35 Years of Experience
Portland, OR
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Bryce Winkel is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Portland, OR, with 35 years of industry experience. Bryce 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 42,735 clients with $2.1B in assets under management.

Transamerica Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1121 advisors
Number of Clients
42,735 clients
Average Client Portfolio
$49K average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7421 SW Bridgeport Rd, Portland, OR, 97224

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2014
Denied
Customer Dispute
October 2003
Denied
Regulatory
June 2000
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bryce sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
January 2012 - Present · 14 yrs 9 mos
Transamerica Financial Advisors, LLC
January 2012 - Present · 14 yrs 9 mos
Transamerica Financial Advisors, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Investment Advisors International, INC.
November 2006 - January 2012 · 5 yrs 2 mos
World Group Securities, INC.Broker
April 2002 - January 2012 · 9 yrs 9 mos
Wma Securities, INC.Broker
June 1994 - April 2002 · 7 yrs 10 mos
Intersecurities, INC.Broker
July 1992 - June 1994 · 1 yr 11 mos
Pruco Securities CorporationBroker
November 1990 - July 1992 · 1 yr 8 mos
The Prudential Insurance Company of AmericaBroker
November 1990 - July 1992 · 1 yr 8 mos
State Registrations5 states
CAIDORUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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