Brian Vanwinkle has been President/CEO/CCO of Van Winkle Wealth Management Group since July 2003, is a control person of the firm and directly owns 75% or more of it. Brian Vanwinkle studied at The Ohio State University.
Van Winkle Wealth Management Group LLC is a Newark, OH firm with $121M under management, 392 clients and 1 adviser in one office, as of its June 2026 filing.
Brian E. Van Winkle is President & Founder of Van Winkle Wealth Management Group, LLC. He began his career in investment planning with Bank One, and after five years as a Financial Advisor and Team Leader became a Vice President and Financial Advisor with McDonald Financial Group, a Key Bank company. He then founded the firm and has over twenty eight years of experience in the financial services area.
- – present · 21 yearsNewark, OH · Adviser representative · Firm CRD 134813
Investment adviser representative registrations
Brian Vanwinkle is registered as an investment adviser representative in Ohio, since August 2005.
- OhioSince 12 August 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 24 September 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 January 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Brian Edward Vanwinkle
- CRD
- 2316075
- Firm
- Van Winkle Wealth Management Group · CRD 134813
- Role
- President/CEO/CCO
- Office
- 263 DEO DRIVE, Newark, OH 43055
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- vanwinklewealth.com
Where does Brian Vanwinkle work?
Brian Vanwinkle has been President/CEO/CCO of Van Winkle Wealth Management Group LLC since July 2003, and is a control person of the firm.
Is Brian Vanwinkle a financial advisor?
Yes. Brian Vanwinkle has a current investment-adviser registration in Ohio, through Van Winkle Wealth Management Group since August 2005.
How many years of experience does Brian Vanwinkle have?
Brian Vanwinkle has 32 years in the financial industry, since November 1993, across 1 adviser firm.
What exams has Brian Vanwinkle passed?
Brian Vanwinkle has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in January 1993. FINRA credited Brian Vanwinkle with the SIE, which began in October 2018.
Where is Brian Vanwinkle based?
Brian Vanwinkle’s registered office is in Newark, OH.
Is Brian Vanwinkle registered with FINRA?
Yes. Brian Vanwinkle has a current broker registration, under CRD 2316075.
Source: FINRA BrokerCheck
How can I verify Brian Vanwinkle’s record?
Search CRD 2316075 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Vanwinkle’s full registration record.