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Tanya Christine Winch

WINCH ADVISORY SERVICES, LLC·APPLETON, Wisconsin
Series 65Clean record10 years registeredWINCH ADVISORY SERVICES, LLC
424 E. WISCONSIN AVENUE, APPLETON, WI 54911CRD# 6575794Firm CRD# 110194

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Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tanya Christine Winch · APPLETON, WI
Registration
CRD #6575794 · WINCH ADVISORY SERVICES, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

WINCH FINANCIAL
Dec 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 1, 2015
Years registered · 10
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 Tanya Christine Winch offer?
Tanya Christine Winch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Tanya Christine Winch's credentials?
Tanya Christine Winch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tanya Christine Winch located?
Tanya Christine 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 Tanya Christine Winch charge for services?
Tanya Christine 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
Adam Zachary Winch
APPLETON, WI
Christina Vignec Winch
APPLETON, WI

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