Winch Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Winch Financial is an SEC‑registered advisory firm that serves individuals (both non‑HNW and high‑net‑worth), retirement plans, pooled vehicles and charitable organizations, managing about $580 million for roughly 850 clients. The firm provides discretionary portfolio management, stand‑alone financial planning, and consulting services, and typically charges percentage‑of‑AUM fees for its investment supervisory services while also offering fixed‑fee planning engagements.
The firm develops individualized investment policies through client interviews and implements them on a discretionary basis using fundamental and technical analysis across long‑, short‑ and trading strategies; it also consolidates legacy holdings when clients prefer those assets not be actively traded. Winch treats cash as an asset class, advises clients seeking cryptocurrency exposure to consider ETFs or specialized managers rather than direct custody, and uses AI tools under an internal policy that requires human review of outputs.
What is distinctive about Winch Financial is its formal affiliation with an accounting firm (Johnson & Weinaug) and an affiliated insurance agency, arrangements the firm discloses create potential referral and compensation conflicts and for which it describes mitigation measures. The firm also regularly offers educational seminars open to the public and maintains a documented custodial relationship (notably with LPL) that provides technology and transition support, both of which can influence service delivery and execution arrangements.
Client services
Expertise
Occupation focus
Fee options
Typically $3,000 to $20,000 for stand-alone financial planning
$0 - $1,000,000: 1.00% to 2.00% $1,000,001+: 0.50% to 0.99%
Up to $300 per hour
Account minimum: $500,000
Main office
See office424 E. Wisconsin Avenue
Appleton WI 54911
Advisors at this office
6
Offices (2)
Most active in
California · Florida · Louisiana · Minnesota · Nebraska · Texas · Wisconsin
Also doing business as
Winch Advisory Services LLC · Winch Advisory Services, LLC · Winch Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christina W
CFP®, Series 63, Series 65
Appleton, WI
Winch Financial
Christina Winch is a CFP® with 27 years of industry experience, currently serving as an advisor at Winch Financial in Appleton, WI. She has been involved with Winch Advisory Services, LLC since 1998 and with Winch & Associates LLC since 1981. Winch Financial is a multi-advisor SEC-registered firm managing approximately $511 million for about 816 clients. The firm serves individual and high-net-worth clients by providing portfolio management, financial planning, consulting, and educational seminars, employing both fundamental and technical analysis with predominantly discretionary strategies tailored to client objectives.
Adam W
Series 65
Appleton, WI
Winch Financial
Adam Winch is a financial advisor with Winch Financial in Appleton, WI, holding a Series 65 designation and 19 years of industry experience. He has been with Winch Advisory Services since 2002. Outside of finance, he is the owner and musician of Adam Winch Music, a non-investment-related business he has operated since 2006. Winch Financial is an SEC-registered advisory firm serving individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $580 million for around 850 clients using discretionary portfolio management, financial planning, and consulting services, employing fundamental and technical analysis across multiple investment strategies.
Tanya W
Series 65
Austin, TX
Winch Financial
Tanya Winch is a Series 65-licensed financial advisor with Winch Financial in Austin, TX, where she has worked since 2006. She has 10 years of industry experience. Outside of finance, she owns and performs as a musician through her business, Tanya Winch Music. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients. The firm serves individual and high-net-worth clients, offering portfolio management, financial planning, consulting, and educational seminars with an investment approach that incorporates both fundamental and technical analysis.
Christian P
Series 65
Appleton, WI
Winch Financial
Christian Peterson is a Series 65-licensed advisor at Winch Financial in Appleton, WI, with 15 years of industry experience. He has been with Winch Advisory Services LLC since 2008. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients, serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, consulting, and educational seminars, employing both fundamental and technical analysis with a focus on individualized investment policies.
Matthew W
Series 65
Appleton, WI
Winch Financial
Matthew Weyers is a Series 65 licensed advisor with Winch Financial in Appleton, WI, where he has worked since 2012, totaling 14 years of industry experience. He also works as an independent insurance agent outside of his advisory role. Winch Financial is an SEC-registered, multi-advisor firm managing approximately $511 million for individual and high-net-worth clients. The firm offers portfolio management, financial planning, consulting, and educational seminars, using both fundamental and technical analysis to build individualized investment strategies.
Frederic H
Series 65
Appleton, WI
Winch Financial
Frederic Hubley is a Series 65-licensed financial advisor with Winch Financial in Appleton, WI, bringing 16 years of industry experience. He has worked at Winch Advisory Services LLC since 2009 and also serves as a cost accountant at Belmark, Inc., a flexographic printing company, where he applies cost accounting and pricing skills. Winch Financial is a multi-advisor firm managing approximately $511 million for around 816 clients, serving individual and high-net-worth clients with portfolio management, financial planning, consulting, and educational seminars. The firm emphasizes individualized investment policies and employs both fundamental and technical analysis with predominantly discretionary portfolio management.
Samuel W
Series 63, Series 65
Appleton, WI
Winch Financial
Samuel Winch is a financial advisor with Winch Financial in Appleton, WI, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Winch Advisory Services LLC since 2011. Outside of finance, he owns and performs as a musician with The Lullabadeer. Winch Financial is a multi-advisor firm managing approximately $511 million for individual and high-net-worth clients, providing portfolio management, financial planning, consulting, and educational seminars. The firm uses both fundamental and technical analysis to build individualized investment policies and reviews portfolios at least quarterly.
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