Winch Advisory Services LLC

Winch Advisory Services LLC (CRD# 110194) is a financial advisory firm headquartered in Appleton, WI. They manage $271,578,453 in 2,903 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WI

Financial Advisors at Winch Advisory Services LLC
Showing 1 - 9 of 9 top financial advisors.
1
Christina V. Winch
CRD#: 1069904
424 East Wisconsin Avenue, Appleton, WI 54911
96
Wealthminder
score

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.

2
Frederic D. Hubley
CRD#: 5731048
424 E. Wisconsin Avenue, Appleton, WI 54911
93
Wealthminder
score

Frederic Hubley (CRD# 5731048) is an Investment Advisor Representative working at Winch Advisory Services LLC in Appleton, WI and has over 7 years of experience in the finance industry.

3
Christian Peterson
CRD#: 5888773
424 E. Wisconsin Avenue, Appleton, WI 54911
93
Wealthminder
score

Christian Peterson (CRD# 5888773) is an Investment Advisor Representative working at Winch Advisory Services LLC in Appleton, WI and has over 6 years of experience in the finance industry.

4
Mark T. Sauer
CRD#: 5718513
424 E. Wisconsin Avenue, Appleton, WI 54911
93
Wealthminder
score

Mark Sauer (CRD# 5718513) is an Investment Advisor Representative working at Winch Advisory Services LLC in Appleton, WI and has over 7 years of experience in the finance industry.

5
Adam Z. Winch
CRD#: 4992765
424 E. Wisconsin Avenue, Appleton, WI 54911
93
Wealthminder
score

Adam Winch (CRD# 4992765) is an Investment Advisor Representative working at Winch Advisory Services LLC in Appleton, WI and has over 9 years of experience in the finance industry.

6
Samuel R. Winch
CRD#: 3126026
424 East Wisconsin Avenue, Appleton, WI 54911
93
Wealthminder
score

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.

7
John E. Hintz
CRD#: 4595979
424 E. Wisconsin Avenue, Appleton, WI 54911
90
Wealthminder
score

John Hintz (CRD# 4595979) is an Investment Advisor Representative working at Winch Advisory Services LLC in Appleton, WI and has 1 year of experience in the finance industry.

8
Matthew W. Weyers
CRD#: 6009530
424 E. Wisconsin Avenue, Appleton, WI 54911
90
Wealthminder
score

Matthew Weyers (CRD# 6009530) is an Investment Advisor Representative working at Winch Advisory Services LLC in Appleton, WI and has 1 year of experience in the finance industry.

9
Tanya C. Winch
CRD#: 6575794
1035 Sunflower Trail, Austin, TX 78745
87
Wealthminder
score

Tanya Winch (CRD# 6575794) is an Investment Advisor Representative working at Winch Advisory Services LLC in Austin, TX and has 1 year of experience in the finance industry.

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