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Financial ADVSR advisor directory · SEC adviser records

Winch Financial financial advisors in Appleton, WI

Every SEC-registered investment adviser representative at a Winch Financial office in Appleton, A to Z.

6 registered advisors work at Winch Financial in Appleton, out of 6 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Winch Financial advisors in Appleton, A to Z

Every Winch Financial advisor →

Winch Financial advisors in every city and state →Winch Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Appleton

All Appleton advisors →

Thrivent Investment Management Inc. 80Gateway Wealth Partners, LLC 50LPL Financial LLC 36Osaic Wealth, Inc. 23Wells Fargo Clearing Services, LLC 16Endowment Wealth Management, Inc. 12Ameriprise Financial Services, LLC 11Avaii Wealth Management, LLC 10Edward Jones 10Etf Model Solutions, LLC 10Cambridge Investment Research Advisors, Inc. 9Pfs Investments Inc. 9

Questions

How many financial advisors does Winch Financial have in Appleton?

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

Is Winch Financial one of the largest advisor employers in Appleton?

Winch Financial ranks number 17 in Appleton by registered advisors; Thrivent Investment Management Inc. has the most, with 80.

How do I check a Winch Financial advisor in Appleton?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.