Samuel Blaine Winkler

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → Present
  Samuel B Winkler Llc
  Mt. Pleasant, SC
• 10/2015 → 09/2016
  Detterbeck Wealth Management
  Charleston, SC
• 07/2017 → Present
  Cetera Advisors Llc
  San Diego, CA
• 01/2021 → Present
  Thiem Mccutchen Winkler Cpas Pa
  Mount Pleasant, SC
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: SAMUEL B. WINLKER, LLC; INVESTMENT RELATED: NO; NATURE OF BUSINESS: STATE REGISTERED ENTITY ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: ENTITY REGISTERED WITH SC SEC OF STATE AND CPA BOARDS OF LA & SC ; (2) NAME OF OTHER BUSINESS: LOWCOUNTRY FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2018; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL PLANNING AND INVESTMENT ADVICE; (3) NAME OF OTHER BUSINESS: 1040 EWALL PROPERTIES LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: REAL ESTATE HOLDING ; START DATE: 05/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / MEMBER APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: OFFICE REAL ESTATE BUILDING PARTNERSHIP ; (4) NAME OF OTHER BUSINESS: THIEM MCCUTCHEN WINKLER CPAS PA ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX PREPARATION ; START DATE: 01/2021 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER / CPA ; APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION SERVICES ;

Exams

• S66 Uniform Combined State Law Examination
  2017-11-09

Designations

• Certified Financial Planner