AW
AW

Adam Zachary Winch

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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
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Location

424 E. 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.

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Other Business Activities

Adam owns Adam Winch Music and works as a musician since 2006. He spends about 10-20% of his time on this activity, none of which occurs during securities trading hours.

Employment History
Current Registrations
Winch Financial
September 2007 - Present · 18 yrs 5 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.