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Adam Zachary Winch

WINCH ADVISORY SERVICES, LLC·APPLETON, Wisconsin
Series 65Clean record18 years registeredWINCH ADVISORY SERVICES, LLC
424 E. WISCONSIN AVENUE, APPLETON, WI 54911CRD# 4992765Firm CRD# 110194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Zachary Winch · APPLETON, WI
Registration
CRD #4992765 · WINCH ADVISORY SERVICES, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

WINCH FINANCIAL
Sep 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 7, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WINCH ADVISORY SERVICES, LLC
CRD 110194 · SEC 801-55488
AUM
$420M
Regulatory assets under management
Employees
17
2,554 client accounts
Services offered by WINCH ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WINCH ADVISORY SERVICES, LLC →
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05

Frequently Asked Questions

What services does Adam Zachary Winch offer?
Adam Zachary Winch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Adam Zachary Winch's credentials?
Adam Zachary Winch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Zachary Winch located?
Adam Zachary Winch is based in APPLETON, Wisconsin, working with WINCH ADVISORY SERVICES, LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.
How does Adam Zachary Winch charge for services?
Adam Zachary Winch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINCH ADVISORY SERVICES, LLC?
WINCH ADVISORY SERVICES, LLC has approximately 17 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINCH ADVISORY SERVICES, LLC

Samuel Ronald Winch
APPLETON, WI
Christina Vignec Winch
APPLETON, WI
Tanya Christine Winch
APPLETON, WI

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