Winch Financial

Winch Financial (CRD# 110194) is a financial advisory firm headquartered in Appleton, WI. They manage $420,199,081 in 2,554 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
424 E. Wisconsin Avenue, Appleton, WI 54911
http://www.winchfinancial.com
By the Numbers
  • Total Assets Under Management
    420
    MILLION
  • Total Number of Accounts
    2,554
    ACCOUNTS
  • Average Account Value
    $164,526
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 businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MN, NE, TX, WI

Financial Advisors at Winch Financial
Showing 1 - 7 of 7 top financial advisors.
1
Frederic Hubley, financial advisor Appleton WI
Frederic D. Hubley
CRD#: 5731048
424 E. Wisconsin Avenue, Appleton, WI 54911

Frederic Hubley (CRD# 5731048) is an Investment Advisor Representative working at Winch Financial in Appleton, WI and has over 14 years of experience in the finance industry.

2
Christian Peterson, financial advisor Appleton WI
Christian Peterson
CRD#: 5888773
424 E. Wisconsin Avenue, Appleton, WI 54911

Christian Peterson (CRD# 5888773) is an Investment Advisor Representative working at Winch Financial in Appleton, WI and has over 13 years of experience in the finance industry.

3
Matthew Weyers, financial advisor Appleton WI
Matthew W. Weyers
CRD#: 6009530
424 E. Wisconsin Avenue, Appleton, WI 54911

Matthew Weyers (CRD# 6009530) is an Investment Advisor Representative working at Winch Financial in Appleton, WI and has over 8 years of experience in the finance industry.

4
Adam Winch, financial advisor Appleton WI
Adam Z. Winch
CRD#: 4992765
424 E. Wisconsin Avenue, Appleton, WI 54911

Adam Winch (CRD# 4992765) is an Investment Advisor Representative working at Winch Financial in Appleton, WI and has over 17 years of experience in the finance industry.

5
Christina Winch, financial advisor Appleton WI
Christina V. Winch
CRD#: 1069904
424 East Wisconsin Avenue, Appleton, WI 54911

Christina Winch (CRD# 1069904) is an Investment Advisor Representative working at Winch Financial in Appleton, WI and has over 41 years of experience in the finance industry.

6
Samuel Winch, financial advisor Appleton WI
Samuel R. Winch
CRD#: 3126026
424 East Wisconsin Avenue, Appleton, WI 54911

Samuel Winch (CRD# 3126026) is an Investment Advisor Representative working at Winch Financial in Appleton, WI and has over 24 years of experience in the finance industry.

7
Tanya Winch, financial advisor Austin TX
Tanya C. Winch
CRD#: 6575794
Austin, TX

Tanya Winch (CRD# 6575794) is an Investment Advisor Representative working at Winch Financial in Austin, TX and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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