Samuel Winch, financial advisor Appleton WI
93 score

Samuel Winch

CRD Number: 3126026
Current Firm: Winch Advisory Services LLC

Samuel Winch (CRD# 3126026) is an Investment Advisor Representative working at Winch Advisory Services LLC in Appleton, WI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Winch Advisory Services LLC Appleton, WI Aug 2011 - Current 5
Lullabadeer, Inc. Appleton, WI Jan 2001 - Current 15
Woodbury Financial Services, Inc. Appleton, WI Dec 2007 - Jul 2011 3
Winch & Associates, LLC Appleton, WI Jan 1998 - Jul 2011 13
Securities America, Inc. Appleton, WI Sep 1999 - Dec 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Samuel R. Winch
Phone Number: 920-739-8577
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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