William Winkeler has been Chief Investment Officer of Confluence Wealth Services since February 2021, is a control person of the firm and directly owns under 5% of it. William Winkeler holds a Bachelor of Science in Finance from the University of Pittsburgh.
Confluence Wealth Services, LLC is a McMurray, PA firm with $7.81B under management, 5,228 clients and 39 advisers across 9 offices, as of its September 2026 filing.
William Winkeler Jr. is Chief Investment Officer of Confluence Financial Partners. He chairs the Investment Advisory Committee and develops and implements investment strategy for clients of the firm, as well as communicates investment content with clients. He has more than 15 years of experience in the investment industry, most recently as Managing Director of Investments at a private wealth management firm.
William Winkeler’s longest registration was 6 years at Waldron Private Wealth (2015–2022). Before joining Confluence Wealth Services in 2022, William Winkeler was registered through Waldron Private Wealth and RBC Capital Markets, LLC.
- – present · 4 yearsMcMurray, PA · Adviser representative · Firm CRD 311980
- Waldron Private Wealth– · 6 yearsBridgeville, PA · Adviser representative · Firm CRD 131063
- RBC Capital Markets, LLC– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 31194
- UBS Financial Services Inc.– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 8174
Professional designations
Listed by Confluence Wealth Services
- Chartered Financial Analyst
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
William Winkeler is registered as an investment adviser representative in Pennsylvania, since February 2022.
- PennsylvaniaSince 3 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 August 2011 |
| Series 7 | General Securities Representative Examination | 26 July 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Richard Winkeler
- CRD
- 5668815
- Firm
- Confluence Wealth Services · CRD 311980
- Role
- Chief Investment Officer
- Office
- 732 E MCMURRAY RD, McMurray, PA 15317
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- confluencefp.com
Where does William Winkeler work?
William Winkeler has been Chief Investment Officer of Confluence Wealth Services, LLC since February 2021, and is a control person of the firm.
Is William Winkeler a financial advisor?
Yes. William Winkeler has a current investment-adviser registration in Pennsylvania, through Confluence Wealth Services since February 2022.
How many years of experience does William Winkeler have?
William Winkeler has 13 years in the financial industry, since January 2013, across 4 adviser firms.
What exams has William Winkeler passed?
William Winkeler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2011. FINRA credited William Winkeler with the SIE, which began in October 2018.
Where did William Winkeler work before Confluence Wealth Services?
Before Confluence Wealth Services, William Winkeler was registered through Waldron Private Wealth, July 2015 to February 2022; RBC Capital Markets, LLC, November 2013 to March 2015; UBS Financial Services Inc., August 2012 to November 2013.
Where is William Winkeler based?
William Winkeler’s registered office is in McMurray, PA.
Is William Winkeler registered with FINRA?
No. William Winkeler has no current broker registration.
Is William Winkeler a CFP?
Confluence Wealth Services lists William Winkeler with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
Is William Winkeler a CFA charterholder?
Confluence Wealth Services lists William Winkeler with the CFA credential (“Chartered Financial Analyst”) on its website. CFA Institute confirms certification status.
How can I verify William Winkeler’s record?
Search CRD 5668815 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Winkeler’s full registration record.
