Christina V. Winch
Professional summary
Christina Vignec Winch, CFP®, who also goes by Chris Winch, Christina V Winch, is a registered financial advisor currently at WINCH FINANCIAL located in Appleton, Wisconsin.
Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Christina has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christina Vignec Winch's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
May 1, 1998 - Present
WINCH FINANCIAL
Office #1: 424 East Wisconsin Avenue, Appleton, WI 54911January 4, 1999 - December 31, 2005
SECURITIES AMERICA, INC.
December 21, 1983 - January 5, 1999
MUTUAL SERVICE CORPORATION
January 3, 1983 - December 19, 1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
WINCH FINANCIAL
CRD#: 110194 / SEC#: 801-55488
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/25/2015)
(5/1/1998)
Exams
Current Firm
WINCH FINANCIAL
CRD#: 110194 / SEC#: 801-55488
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,345 |
| AUM (Assets Under Management) | $ 510,720,782 |
Red Flags
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