Christina Vignec Winch

CFP

Winch Financial

27 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Winch Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

816 clients

Average Client Portfolio

$626K average

Assets Under Management

$510.7M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

424 East Wisconsin Avenue, Appleton, WI, 54911

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Winch Financial

May 1998 - Present · 27 yrs 9 mos

State Registrations2 states

TXWI

Advisor

Exams

No exam information available for this advisor.