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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Winch Financial financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Winch Financial office in Wisconsin, by city and A to Z.

The short answer

6 registered advisors work at Winch Financial in Wisconsin, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Appleton (6). 1 list the CFP designation and 0 are also registered broker representatives.

Winch Financial advisors by city in Wisconsin

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Appleton 6

Winch Financial advisors in Wisconsin, A to Z

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Questions

How many Winch Financial financial advisors are in Wisconsin?

6 investment adviser representatives are registered at Winch Financial offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Winch Financial have the most advisors?

Appleton, with 6. Winch Financial has advisors in 1 city in Wisconsin.

How do I check a Winch Financial advisor in Wisconsin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Winch Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.