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Chad Michael Winklepleck

Edward Jones

Oregon, WI

CRD 4199315

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-03
WI RA APPROVED 2000-08-28
  • TX RA
    APPROVED
    Since 2021-02-03
  • WI RA
    APPROVED
    Since 2000-08-28

Branch Locations

165 W Netherwood Rd, Oregon, WI 53575 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 05/2000 Present
Other Businesses

CHAMBER OF COMMERCE, VICE PRESIDENT * FLW Properties LLC Type of business: Rental Properties Oregon, WI Start date: 11/3/2014 Member Hours per week: 0 Hours during trading: 2 Maintain Property * Rental Property Type of business: Farm Richland Center, WI Start date: 7/7/2012 Owner Hours per week: 0 Hours during trading: 5 Maintain property

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-25
  • S63 Uniform Securities Agent State Law Examination
    2000-08-25

View on SEC IAPD

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