Christina Winch, financial advisor Appleton WI
96 score

Christina Winch

CRD Number: 1069904
Current Firm: Winch Advisory Services LLC

Christina Winch (CRD# 1069904) is an Investment Advisor Representative working at Winch Advisory Services LLC in Appleton, WI and has over 34 years of experience in the finance industry. Christina Winch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Winch Advisory Services, LLC Appleton, WI Jan 1998 - Current 18
Winch & Associates LLC Appleton, WI Sep 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Christina V. Winch
Phone Number: 920-739-8577
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    272
    MILLIONS
  • Total Number of Accounts
    2,903
    ACCOUNTS
  • Average Account Value
    $93,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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