This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-30-1998
- Office Locations
- 2
Office Locations
About Winch Financial
Winch Financial is a Wisconsin-based advisory firm providing wealth management and formal financial planning built around client goals and risk tolerance, including budgeting and portfolio construction. The team emphasizes active management and commonly uses ETFs and mutual funds in diversified allocations, with custody through LPL Financial. They also teach financial education courses through the University of Wisconsin–Green Bay and host periodic public workshops.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ADAM ZACHARY WINCH
Financial Advisor, General Partner, Owner
- CRD
- #4992765
- Ownership
- 25% but less than 50%
CHRISTINA VIGNEC WINCH
Advisor, Owner
- CRD
- #1069904
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
FREDERIC DAVID HUBLEY
--
- CRD
- #5731048
CHRISTIAN PETERSON
Financial Advisor
- CRD
- #5888773
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $580,178,144 | $249,754 |
| Non-Discretionary | $0 | -- |
| Total | $580,178,144 | $249,754 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing