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Christian Peterson

Winch Financial

Appleton, WI

CRD 5888773

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Employer firm

Winch Financial CRD 110194

$580M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Winch Financial

424 E. Wisconsin Avenue, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-01
WI RA APPROVED 2011-02-04
  • TX RA
    APPROVED_RES
    Since 2021-12-01
  • WI RA
    APPROVED
    Since 2011-02-04

Branch Locations

424 E. Wisconsin Avenue, Appleton, WI 54911 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Winch Advisory Services Llc Appleton WI 06/2008 Present
  • 06/2008 → Present
    Winch Advisory Services Llc
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-21
  • S65 Uniform Investment Adviser Law Examination
    2010-04-21

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
PRIVATE CLIENT SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

BRANDY LYNN DEBROUX
LEIGH ANN THERN
Matthew C Bush

Nearby Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI

More in Appleton, WI

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