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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Peterson is an Investment Advisor Representative with Winch Financial, a firm located in Appleton, WI. Christian has been in the industry since June 2008. Christian is licensed to provide investment advice in Texas and Wisconsin. Christian holds the Series 65, Uniform Investment Adviser Law Examination, license. Christian specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
02/04/2011 - Present
Winch Financial (APPLETON WI)
IA
Issued 04/21/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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