Brian Christopher Koonce
Investment adviser representative at Paul Winkler, Inc.
10 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Paul Winkler, Inc.Jan 2019 to now
- University of Kentucky College of PharmacyJul 2018 to Jan 2019
- Cascades of the BluegrassFeb 2018 to Jun 2018
- Brian KoonceSep 2017 to Jan 2018
- Madison Central High SchoolAug 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 8 states (AL, FL, GA, KY, MI, TN, TX, WI).
Paul Winkler, Inc.
$1.3BAssets managed
2,459Clients
10Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7286788
- Firm CRD
- 119342