RIA Intelligence

WINCH ADVISORY SERVICES, LLC

Legal name: WINCH FINANCIAL

CRD #110194 SEC #801-55488 APPLETON, WI 920-739-8577
SEC Registered
Total AUM
$510.7M
Discretionary
$510.7M
Employees
18
Clients
--
Accounts
2,345

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 9, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WINCH, CHRISTINA, VIGNECIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECIPRESIDENTE Control
WINCH, CHRISTINA, VIGNECIPRESIDENTE Control
WINCH, CHRISTINA, VIGNECIPRESIDENTE Control
WINCH, CHRISTINA, VIGNECIPRESIDENTE Control
WINCH, CHRISTINA, VIGNECIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICERE Control
WINCH, ADAM, ZACHARYIOWNERC Control
WINCH, ADAM, ZACHARYIOWNERC Control
WINCH, ADAM, ZACHARYIOWNERC Control
WINCH, ADAM, ZACHARYIOWNERC Control
WINCH, ADAM, ZACHARYIOWNERC Control
WINCH, ADAM, ZACHARYIOWNERC Control
WINCH, ADAM, ZACHARYIOWNERC Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/OWNERC Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/OWNERC Control
WINCH, CHRISTINA, VIGNECIOWNERC Control
WINCH, CHRISTINA, VIGNECICHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/OWNERC Control
WINCH, CHRISTINA, VIGNECIOWNERC Control
WINCH, CHRISTINA, VIGNECIOWNERC Control
WINCH, CHRISTINA, VIGNECIOWNERC Control
WINCH, SAMUEL, RONALDIOWNERC Control
WINCH, SAMUEL, RONALDIOWNERC Control
WINCH, SAMUEL, RONALDIOWNER/CHIEF COMPLIANCE OFFICERC Control
WINCH, SAMUEL, RONALDIOWNERC Control
WINCH, SAMUEL, RONALDIOWNER/CHIEF COMPLIANCE OFFICERC Control
WINCH, SAMUEL, RONALDIOWNER/CHIEF COMPLIANCE OFFICERC Control
WINCH, SAMUEL, RONALDIOWNER/CHIEF COMPLIANCE OFFICERC Control
Winch, Tanya, ChristineIOWNERC Control
Winch, Tanya, ChristineIOWNERC Control
Winch, Tanya, ChristineIOWNERC Control
Winch, Tanya, ChristineIOWNERC Control
Winch, Tanya, ChristineIOWNERC Control
Winch, Tanya, ChristineIOWNERC Control
Winch, Tanya, ChristineIOWNERC Control

Registrations

Federal

IA
Mar 9, 2025 REGISTERED

Notice Filings (10)

AZ CA CO FL LA MN NE TX WA WI

Address

424 E. WISCONSIN AVENUE
APPLETON, WI 54911
United States
Phone: 920-739-8577