Donella R Winkler is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with ALLWORTH FINANCIAL, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | 2022-06-01 | present | Yes |
| ADAMS CHETWOOD WEALTH MANAGEMENT LLC | 2021-10-19 | 2022-07-07 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2015-05-28 | 2017-09-14 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2012-01-03 | 2013-12-09 | — |
| CHARLES SCHWAB & CO., INC. | 2011-01-26 | 2011-12-31 | — |