William Richard Winkeler
Chief Investment OfficerConfluence Wealth Services, LLCCRD 5668815
About William Richard Winkeler
William Richard Winkeler is listed as Chief Investment Officer at Confluence Wealth Services, LLC in McMurray, PA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Confluence Wealth Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Richard Winkeler work?
William Richard Winkeler is listed as Chief Investment Officer at Confluence Wealth Services, LLC on SEC Form ADV.
How much of Confluence Wealth Services, LLC does William Richard Winkeler own?
Form ADV reports a beneficial ownership band of Under 5%.
Confluence Wealth Services, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |