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Michael John Sharpnack

Paul Winkler, Inc.

Goodlettsville, TN

CRD 6893375

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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
AL RA APPROVED 2019-11-07
GA RA APPROVED 2018-08-10
FL RA APPROVED 2018-08-03
MI RA APPROVED 2018-07-17
AZ RA APPROVED 2018-06-12
CA RA APPROVED 2018-05-30
KY RA APPROVED 2018-05-30
TN RA APPROVED 2018-05-30
TX RA APPROVED 2018-05-30
  • AL RA
    APPROVED
    Since 2019-11-07
  • GA RA
    APPROVED
    Since 2018-08-10
  • FL RA
    APPROVED
    Since 2018-08-03
  • MI RA
    APPROVED
    Since 2018-07-17
  • AZ RA
    APPROVED
    Since 2018-06-12
  • CA RA
    APPROVED
    Since 2018-05-30
  • KY RA
    APPROVED
    Since 2018-05-30
  • TN RA
    APPROVED
    Since 2018-05-30
  • TX RA
    APPROVED
    Since 2018-05-30

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
Paul Winkler Inc. Goodlettsville TN 09/2017 Present
Calvary Chapel Rivergate Goodlettsville TN 06/2014 Present
  • 09/2017 → Present
    Paul Winkler Inc.
    Goodlettsville, TN
  • 06/2014 → Present
    Calvary Chapel Rivergate
    Goodlettsville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-04
S65 Uniform Investment Adviser Law Examination 2017-12-04
  • S65 Uniform Investment Adviser Law Examination
    2017-12-04
  • S65 Uniform Investment Adviser Law Examination
    2017-12-04

View on SEC IAPD

Nearby Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Bridgit Lee Bennett
Garrett Donavon Dickerson
Jordan Taylor Coffey

Nearby Offices

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

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