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Justus Dale schriefer Winkler

Investment adviser representative at Momentum Independent Network Inc.
11 yearsExperience
15 statesRegistered in
$1.6BFirm assets
24 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Momentum Independent Network Inc.Nov 2024 to now
  2. J Patterson Group, Inc/momentum Independent NetworkNov 2022 to now
  3. Da Capo StudioJan 2020 to Feb 2021
  4. Music Learning BandJul 2018 to Nov 2022
  5. Shelton ScholarsJun 2017 to Jun 2020
  6. Paciugo GelatoJul 2015 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 15 states (AL, AR, CA, CO, FL, GA, IA, IL, LA, MO, NY, OH, OK, OR, TX).

Momentum Independent Network Inc.

$1.6BAssets managed
2,879Clients
121Advisers
24 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
7660223
Firm CRD
17587
Advisor's SEC record (opens in a new tab)
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