Clayton Winkler
Financial Advisor Certified Finanical Planner @Osaic
Auburn Hills, MI, US
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MOBILE NUMBERS
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WORK HISTORY
Jan 2011 — Present
Financial Advisor Certified Finanical Planner @Osaic
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
EDUCATION
1996 — 2000
Michigan Technological University
Business Administration
SKILLS
InvestmentsCollege Education Planning401k RolloversWealth Preservation PlanningWealth Management529 PlansPortfolio ManagementDisability InsuranceInsuranceTerm Life InsuranceProtection Planning/Family SecuritySeries 65Sep IraInvestment ManagementCollege Savings PlansRolloversEstate PlanningLife InsuranceFinanceRetirementStrategic Financial PlanningMutual FundsSaving for EducationEducation FundingIrasIra RolloversRetirement PlanningFinancial PlannersUniform Combined State LawRoth IraSimple IraWealth AccumulationWealthLong-Term CareFinancial PlanningWhole LifeLong Term Care InsuranceSeries 7LeadershipFixed Annuities
ABOUT CLAYTON WINKLER
Clayton is a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor…
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