This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2019
- Office Locations
- 1
Office Locations
About Westward Planning Group
Westward Planning Group is a solo, CFP-led RIA founded by Bob Winkelman that provides conflict-free, no-sales-pitch advice through one-time, one-hour planning sessions. The firm works with individuals, especially pre-retirees and those facing new job or retirement plan choices, to assess portfolios, set risk and asset-allocation direction, and create practical cash-flow, emergency, debt, and retirement plans. Portfolios commonly use ETFs and mutual funds; sessions are delivered via video conference.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT BERNARD WINKELMAN III
President, Principal
- CRD
- #1245226
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,088,353 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,088,353 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing