Advisor at Van Winkle Wealth Management Group LLC
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Firm
Van Winkle Wealth Management Group LLC
Location
Newark, OH 43055
Credentials
Series 63
Industry experience
32 years
Brian Vanwinkle is a financial advisor with Van Winkle Wealth Management Group LLC in Newark, Ohio. He holds a Series 63 designation and has 32 years of industry experience, including over two decades at Syndicated Capital, Inc. Outside of his advisory role, he is a part owner of Bravo Holdings, LLC, a partnership focused on acquiring investment real estate. Van Winkle Wealth Management Group provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plan sponsors and participants. The firm uses model portfolios combined with fundamental and technical analysis to tailor strategies to client objectives, managing approximately 400 client relationships and about $114 million in assets.
Based on Van Winkle Wealth Management Group LLC
Based on Van Winkle Wealth Management Group LLC
Financial planning and consulting services fixed fee generally ranging from $500 to $5,000
$150 per hour for financial planning and consulting services
263 Deo Drive
Newark, OH 43055
Ohio
Syndicated Capital, Inc.
2003 - Present (23 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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