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Christopher Michael Winkler

Investment Adviser Representative at ASPIREAN WEALTH, LLC

Mill Valley, CACRD #2942476Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher Michael Winkler has worked in the securities industry since 1997. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/4/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 11/8/1997
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 62
Corporate Securities Limited Representative Examination
Passed 12/3/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/25/1997
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 7/6/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.016
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Aspirean Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ASPIREAN WEALTH, LLCCurrent
6/1/2021Mill Valley, CA
SECURITIES AMERICA ADVISORS, INC.
2/10/20106/1/2021Chesterton, IN

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ASPIREAN WEALTH, LLC

5 other advisors in the directory

View ASPIREAN WEALTH, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Michael Winkler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Christopher Michael Winkler - Financial Advisor in Mill Valley, CA | AdvisorFinder