Winch Financial

Overview

Winch Financial is an SEC registered investment adviser based in Appleton, WI, registered since 1998. It reports $58M in assets under management across 2,323 accounts, with 18 employees. It has 7 investment adviser representatives.

Reported AUM

$58M

Discretionary

100%

Accounts

2,323

Average account

$25K

Employees

18

Advisory reps

7

Registered since

1998

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Christina Vignec Winch Chief Executive Officer, Chief Compliance Officer, Owner CRD 1069904
• Adam Zachary Winch Owner CRD 4992765
• Samuel Ronald Winch Owner CRD 3126026

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• Frederic David Hubley Investment Adviser Rep CRD 5731048
• Christian Peterson Investment Adviser Rep CRD 5888773
• Matthew William Weyers Insurance Agent · Investment Adviser Rep CRD 6009530

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

424 E Wisconsin Ave
Appleton, WI 54911

County

Outagamie

Metro area

Appleton, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: winchfinancial.com

Every state, with registration dates

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