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Winch Financial CRD 110194
$580M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
424 E. Wisconsin Avenue, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-12-01 |
| WI | RA | APPROVED | 2011-09-02 |
Branch Locations
424 East Wisconsin Avenue, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lullabadeer, Inc. | Appleton | WI | 01/2001 | Present |
| Winch Advisory Services Llc | Appleton | WI | 08/2011 | Present |
Name of other business: The Lullabadeer; Is business Investment related: No; Address of other business: Appleton, WI; Nature of other business: Music; Your position: Owner; Start date of relationship: 2004; Approx. # of hours /month devote to other business: 20; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Musician.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-10 |
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