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RIA / WealthAdvisorCertified Financial Planner18 years in industry

Donella R Winkler

Advisor at ALLWORTH FINANCIAL, L.P.

FOLSOM, CA | DURHAM, NC

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Search this name across graphsid dfx:ria:de62f476-72bd-3a9f-2015-6149a26376e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALLWORTH FINANCIAL, L.P.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 13, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 13, 2008
First registration: Jan 26, 2011
Dual registered: no
Other names: DONELLA RAE TIMM|DONELLA RAE TIMM|DONELLA RAE WINKLER
IAPD individual key: 5489415

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Jun 1, 2022	n/a	yes	FOLSOM, CA\|DURHAM, NC	Current employment
ADAMS CHETWOOD WEALTH MANAGEMENT LLC	Former SEC adviser	Oct 19, 2021	Jul 7, 2022	no	DURHAM, NC	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	May 28, 2015	Sep 14, 2017	no	CODY, WY\|WORLAND, WY\|DOUGLAS, WY\|SHERIDAN, WY\|GILLETTE, WY\|CASPER, WY\|ROCK SPRINGS, WY\|CASPER, WY\|MEETEETSE, WY\|LUSK, WY	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	Dec 9, 2013	no	ENGLEWOOD, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 26, 2011	Dec 31, 2011	no	ENGLEWOOD, CO\|ENGLEWOOD, CO\|ENGLEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADAMS CHETWOOD WEALTH MANAGEMENT LLC	ALLWORTH FINANCIAL, L.P.	Jul 7, 2022	Jun 1, 2022	-36	Firm change after gap	RIA to ibd
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	ADAMS CHETWOOD WEALTH MANAGEMENT LLC	Sep 14, 2017	Oct 19, 2021	1,496	Firm change after gap	Other
SCHWAB WEALTH ADVISORY, INC.	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Dec 9, 2013	May 28, 2015	535	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Dec 31, 2011	Jan 3, 2012	3	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
174978:111167:NC:2022-07-07	Jul 7, 2022	Jun 1, 2022	DURHAM, NC	Firm change after gap

Relationships

Registered with (5)

→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: current employment
Jun 1, 2022 to presentfactForm ADV
→ ADAMS CHETWOOD WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 19, 2021 to Jul 7, 2022factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
May 28, 2015 to Sep 14, 2017factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 3, 2012 to Dec 9, 2013factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 26, 2011 to Dec 31, 2011factForm ADV

Dated events

Occurred
Jul 7, 2022
Advisor changed firm
Donella R Winkler left Adams Chetwood Wealth Management Llc for Allworth Financial, L.P. (registered 2022-06-01)
Form ADVobserved 5 days ago