Aaron J Winkle

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2024 → Present
  Morgan Stanley
  Beverly Hills, CA
• 05/2022 → 11/2024
  Merjent
  Minneapolis, MN
• 10/2017 → Present
  Kasson Dental Clinic
  Mantorville, GA
• 07/2020 → 08/2021
  Doordash
  Rochester, MN
• 05/2018 → 08/2018
  City Of Kasson
  Kasson, MN
• 05/2019 → 08/2019
  City Of Kasson
  Kasson, MN
• 08/2014 → 10/2017
  Unemployed
  Mantorville, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-06
• S63 Uniform Securities Agent State Law Examination
  2024-12-02