SEC CRD #801-123385
Oklahoma City, OK | Retirement Planning — Windle Wealth 💸 --> You won’t see a picture of fake retirees on this site. Enter --> 💸 You won’t see a picture of fake retirees on this site. Enter --> Money Is Only Scary If Your Advisor Makes It So You’ve seen all the big firms. And you’ve seen how they overcharge and overcomplicate the financial planning process. You know that many people in the financial business are driven by their bottom line and aren't as interested in your success. Not Here. Not Ever. For well over a decade, you and your financial well-being have remained our sole focus — and will always continue to be. As a people first firm, we adhere to a built-in code of ethics and character standards to make sure that we always have your best interest. We are a fiduciary. Period. Our Philosophy You are what matters to us. We look forward to sharing meals, hangin’ out with you, celebrating your triumphs and being there for you when things are difficult. This is about your life. We keep it simple. Our industry uses complicated products and confusing jargon. Mostly for their benefit. With us, you’ll always understand what the plan is and what you own. We don't take ourselves too seriously. You? Our jobs? Absolutely! Ourselves? Nah, we're not wired that way. No Stock Photos — Just Real People DJ Windle, CFP ® The Captain Dad | Husband | Investment Nerd | Adventure Travel Lover | Musician | Flip Flops are 🔥 Shea Brown First Mate Family First | Boomer Sooner ❤️| Chick-fil-a
DONALD R. WINDLE III
CHIEF COMPLIANCE OFFICER
📞 (405) 261-5202
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AUM
$251M
Location
OKLAHOMA CITY, OK
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