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Scott Collins

Paul Winkler, Inc.

Goodlettsville, TN

CRD 7541944

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Employer firm

Paul Winkler, Inc. CRD 119342

$1.28B regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Paul Winkler, Inc.

3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-05-16
  • TN RA
    APPROVED
    Since 2022-05-16

Branch Locations

3050 Business Park Circle Suite 503, Goodlettsville, TN 37072 • 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
Vectrus Systems Nashville TN 05/2015 06/2018
Paragone Solutions Nashville TN 06/2018 07/2020
Leidos Nashville TN 07/2020 04/2021
Saic Nashville TN 04/2021 02/2022
Paul Winkler, Inc. Goodlettsville TN 02/2022 Present
  • 05/2015 → 06/2018
    Vectrus Systems
    Nashville, TN
  • 06/2018 → 07/2020
    Paragone Solutions
    Nashville, TN
  • 07/2020 → 04/2021
    Leidos
    Nashville, TN
  • 04/2021 → 02/2022
    Saic
    Nashville, TN
  • 02/2022 → Present
    Paul Winkler, Inc.
    Goodlettsville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-06
  • S65 Uniform Investment Adviser Law Examination
    2022-05-06
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC. · GOODLETTSVILLE, TN
CETERA INVESTMENT ADVISERS LLC · GOODLETTSVILLE, TN

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