AeroLeads people directory · profile
Randy Winkler, Cfp® Email & Phone Number
Lead Financial Advisor at Drake & Associates, LLC
at
Drake & Associates, LLC
1 work email found
@annexwealth.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Lead Financial Advisor at Drake & Associates, LLC
Location
Waukesha, Wisconsin, United States
Company size
Who is Randy Winkler, Cfp®? Overview
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Quick answer
Randy Winkler, Cfp® is listed as Lead Financial Advisor at Drake & Associates, LLC at Drake & Associates, LLC, a with 53 employees, based in Waukesha, Wisconsin, United States. AeroLeads shows a work email signal at annexwealth.com and a matched LinkedIn profile for Randy Winkler, Cfp®.
Randy Winkler, Cfp® previously worked as Lead Financial Advisor at Drake & Associates, Llc and Wealth Manager at Annex Wealth Management. Randy Winkler, Cfp® holds Ba, Mathematics from University Of Wisconsin-Milwaukee.
Company email context
Email format at Drake & Associates, LLC
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*@annexwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Randy Winkler, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Randy Winkler, Cfp®
Specialties: 401k rollovers, Retirement income planning
Listed skills include Retirement Planning, Wealth Management, 401K Rollovers, Asset Allocation, and 14 others.
Current workplace
Randy Winkler, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Drake & Associates, Llc
9 roles · 25 years
Randy Winkler, Cfp® work experience
A career timeline built from the work history available for this profile.
Lead Financial Advisor
Current
Nov 2022 - Present
Wealth Manager
As a Wealth Manager, I meet with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Oct 2021 - Nov 2022
Financial Planning Manager
Annex Wealth Management delivers a comprehensive wealth management experience tailor-fitted to your personal needs. We set ourselves apart from nearly all other financial advisors through our commitment to team, technology, and trust.TeamWe provide exceptional service through a team of experts in practically every area of wealth management. The Annex Wealth Management team provides you with in-depth wealth management, including investment planning, insurance planning, estate planning, and tax planning.TechnologyAnnex Wealth Management’s spirit of innovation and dedication to a highly efficient, secure client experience means advantages like insightful, relevant communication; thorough, scalable planning; and a practically paperless onboarding process.TrustAs a Registered Investment Advisor, Annex Wealth Management builds and nurtures trust through a commitment to a fiduciary standard of care, and by providing unbiased advice.We’re independent, so we aren’t owned by a parent company like a bank, insurance, or trust company, where conflicts of interest might be created. Annex Wealth Management doesn’t have proprietary or “in-house” financial products that we sell to clients.
Sep 2014 - Oct 2021
Financial Planning Specialist
Jan 2012 - Sep 2014
Financial Advisor
Harris Investor Services
Sep 2008 - Jan 2012
Financial Advisor
Community Financial Services
Jun 2007 - Sep 2008
Financial Advisor
Disciplined Financial Services
Feb 2005 - Apr 2006
Financial Consultant
2002 - Feb 2005
4 education records
Randy Winkler, Cfp® education
Ba, Mathematics
University Of Wisconsin-Milwaukee
As, Computer Science
U.W. Waukesha
Aams, Accredited Asset Management Specialist
College For Financial Planning
Certified Financial Planner
College For Financial Planning
FAQ
Frequently asked questions about Randy Winkler, Cfp®
Quick answers generated from the profile data available on this page.
What company does Randy Winkler, Cfp® work for?
Randy Winkler, Cfp® works for Drake & Associates, LLC.
What is Randy Winkler, Cfp®'s role at Drake & Associates, LLC?
Randy Winkler, Cfp® is listed as Lead Financial Advisor at Drake & Associates, LLC at Drake & Associates, LLC.
What is Randy Winkler, Cfp®'s email address?
AeroLeads has found 1 work email signal at @annexwealth.com for Randy Winkler, Cfp® at Drake & Associates, LLC.
Where is Randy Winkler, Cfp® based?
Randy Winkler, Cfp® is based in Waukesha, Wisconsin, United States while working with Drake & Associates, LLC.
What companies has Randy Winkler, Cfp® worked for?
Randy Winkler, Cfp® has worked for Drake & Associates, Llc, Annex Wealth Management, Harris Investor Services, Community Financial Services, and Disciplined Financial Services.
How can I contact Randy Winkler, Cfp®?
You can use AeroLeads to view verified contact signals for Randy Winkler, Cfp® at Drake & Associates, LLC, including work email, phone, and LinkedIn data when available.
What schools did Randy Winkler, Cfp® attend?
Randy Winkler, Cfp® holds Ba, Mathematics from University Of Wisconsin-Milwaukee.
What skills is Randy Winkler, Cfp® known for?
Randy Winkler, Cfp® is listed with skills including Retirement Planning, Wealth Management, 401K Rollovers, Asset Allocation, Mutual Funds, Series 7, Retirement, and Estate Planning.
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