Roleen De ono
Investment adviser representative at Paul Winkler, Inc.
19 yearsExperience
5 statesRegistered in
ChFC®Designation
$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
19 years in the industry.
- Paul Winkler, Inc.Mar 2023 to now
- StudentNov 2022 to Feb 2023
- Deloitte Consulting LLPJul 2019 to Oct 2022
- Bha Consulting LLCMay 2007 to Jun 2019
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, GA, KY, TN).
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
- 7706843
- Firm CRD
- 119342