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Edmund Van Winkle

Portfolio MGR. at DLK Investment Advisors in Mercer Island, WA

Investment adviser registrationUpdated

Edmund Van Winkle is Portfolio MGR. of DLK Investment Advisors, LLC, an investment adviser managing $141M, and works from its Mercer Island, WA office. Edmund Van Winkle has been registered as an investment adviser representative through DLK Investment Advisors since 13 February 2025, has 4 years in the industry across 2 firms and has passed the Series 65.

4
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Edmund Van Winkle has been Portfolio MGR. of DLK Investment Advisors since October 2025, is not listed as a control person, but directly owns under 5% of the firm.

DLK Investment Advisors, LLC is a Mercer Island, WA firm with $141M under management, 32 clients and 2 advisers in one office, as of its March 2026 filing.

Edmund Van Winkle’s longest registration was 3 years at DLK Investment Management (2022–2026). Before joining DLK Investment Advisors in 2025, Edmund Van Winkle was registered through DLK Investment Management.

  1. DLK Investment Advisors, LLCCurrent
    – present · 1 year
    Mercer Island, WA · Adviser representative · Firm CRD 328897
  2. DLK Investment Management
    – · 3 years
    Mercer Island, WA · Adviser representative · Firm CRD 149096

Credentials and registrations

Investment adviser representative registrations

Edmund Van Winkle is registered as an investment adviser representative in Washington, since February 2025.

  • WashingtonSince 13 February 2025

Examinations

Series 658 July 2022
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Edmund Matthew Van Winkle
CRD
7497834
Firm
DLK Investment Advisors · CRD 328897
Role
Portfolio MGR.
Office
7525 SE 24TH STREET, SUITE 410, Mercer Island, WA 98040
Registration
Investment adviser registration
In the industry since
July 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Edmund Van Winkle work?

Edmund Van Winkle has been Portfolio MGR. of DLK Investment Advisors, LLC since October 2025.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Edmund Van Winkle a financial advisor?

Yes. Edmund Van Winkle has a current investment-adviser registration in Washington, through DLK Investment Advisors since February 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Edmund Van Winkle have?

Edmund Van Winkle has 4 years in the financial industry, since July 2022, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Edmund Van Winkle passed?

Edmund Van Winkle passed the Series 65 in July 2022.

Source: IAPD individual record, checked 22 October 2026

Where is Edmund Van Winkle based?

Edmund Van Winkle’s registered office is in Mercer Island, WA.

Source: IAPD individual record, checked 22 October 2026

Is Edmund Van Winkle registered with FINRA?

No. Edmund Van Winkle has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Edmund Van Winkle’s record?

Search CRD 7497834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edmund Van Winkle’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at DLK Investment Advisors

Sources

  1. IAPD individual record, CRD 7497834, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of DLK Investment Advisors, LLC, filed 30 March 2026. Title, control and ownership bands.
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