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Peggy Winkelmann

28 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

Peggy Winkelmann is a registered investment advisor, based in Ann Arbor, MI, with 28 years of industry experience.

Location

300 Parkland Plaza, Ann Arbor, MI, 48103

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Peggy uses the name Winkelmann Asset Management for her financial services practice. She also owns multiple rental properties and is a board member of the Huntsville Education Foundation, dedicating minimal time to each activity. Peggy also sells various insurance products through various insurance companies.

Employment History
Current Registrations
Spc
July 2007 - Present · 18 yrs 10 mos
Parkland Securities, LLCBroker
July 2007 - Present · 18 yrs 10 mos
Previous Registrations
Edward Jones
February 2007 - May 2007 · 3 mos
Edward JonesBroker
September 1997 - May 2007 · 9 yrs 8 mos
State Registrations10 states
ARAZCACOFLMSNCOKTXWA
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.
Peggy Winkelmann - Financial Advisor | TrueAdvisor