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Christina Vignec Winch

Winch Financial

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About Christina Vignec Winch

Christina Winch is a financial advisor with over 30 years of experience. Christina is a Certified Financial Planner™ professional and holds a Series 7, 63, 22, 65 and Series 24 license. She works with high-net-worth individuals and provides financial planning services to families and individuals. Christina works out of the Appleton, WI office of Winch Financial, providing financial advice to clients in Wisconsin and Texas.

Firm Information

Christina Winch is currently registered with Winch Financial. Winch Financial is an investment advisor located in Appleton, WI with approximately $420,199,081 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and educational seminars. Winch Financial primarily serves high-net-worth individuals and individuals other than high-net-worth.
Winch Financial

424 E. WISCONSIN AVENUE

APPLETON, WI 54911

$420.20M

Assets Under Management

5

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christina Winch’s Registration & Firm History

WI

05/01/1998 - Present

Winch Financial (APPLETON WI)

WI

01/04/1999 - 12/31/2005

SECURITIES AMERICA, INC. (APPLETON WI)

MA

12/21/1983 - 01/05/1999

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

01/03/1983 - 12/19/1983

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

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Licenses & Designations

IA

Issued 05/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 03/12/1998

Series 7 - General Securities Representative Examination

BC

Issued 06/14/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/09/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Vignec Winch.
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