AUMdb
RB

Robert Bernard Winkelman

CRD 1245226 Certified Financial Planner

Firms

FirmRoleAs of
1294 Montgomery, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗