Rebecca Stella elizabeth Winkel
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
13 years in the industry.
- LPL Financial LLCOct 2024 to now
- The Gear BoxJul 2020 to now
- Target IncSep 2022 to Mar 2023
- Massmutual Life Insurance CoJun 2021 to Oct 2024
- MML Investors Services, LLCJun 2021 to Oct 2024
- Fromm Accounting, LLCJan 2021 to Apr 2021
- Siebken's ResortMay 2020 to Aug 2020
- University of Wisconsin - OshkoshSep 2019 to Oct 2024
- Culver Family Welcome CenterSep 2019 to Aug 2022
- Walmart IncMar 2019 to Aug 2019
- Image By Design, LLPAug 2016 to Aug 2019
- Kiel Area School DistrictApr 2013 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7392318
- Firm CRD
- 6413