Brian Vanwinkle
Brian Vanwinkle is a registered investment advisor at Van Winkle Wealth Management Group LLC, based in Newark, OH, with 32 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 392 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is 1.00%, but fees are negotiable based on client type, situation complexity, account composition, and total assets.
Fee Estimator
Location
263 Deo Drive, Newark, OH, 43055
Get directionsHistory
Regulatory History (7)
Customer Dispute
May 2014Regulatory
February 2011Customer Dispute
September 2004Customer Dispute
August 2004Employment Separation After Allegations
June 2003Customer Dispute
February 2002Customer Dispute
December 1996Other Business Activities
Brian is a part owner in Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. This activity is not insurance-related.
Employment History
Current Registrations
Van Winkle Wealth Management Group LLC
Syndicated Capital, INC.Broker
Previous Registrations
Mcdonald Investments INC.Broker
Banc One Securities CorporationBroker
Walnut Street Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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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