Christina Vignec Winch
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Winch, Christina V Winch
Similar Advisors
SOUND INCOME STRATEGIES, LLC
MAXIAM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SOUND INCOME STRATEGIES, LLC
MAXIAM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SOUND INCOME STRATEGIES, LLC
MAXIAM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SOUND INCOME STRATEGIES, LLC
MAXIAM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
Similar Advisors
SOUND INCOME STRATEGIES, LLC
MAXIAM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
Current Firm
WINCH ADVISORY SERVICES LLC | WINCH FINANCIAL | WINCH ADVISORY SERVICES, LLC
Contact Information
Main Address
424 E. Wisconsin Avenue, Appleton, WI 54911Phone Number
(920) 739-8577# of Employees
18SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,323AUM (Assets Under Management)
$580,178,144Similar Advisors
SOUND INCOME STRATEGIES, LLC
MAXIAM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
SOUND INCOME STRATEGIES, LLC
MAXIAM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
Primary Firm SEC Registration
WINCH ADVISORY SERVICES LLC | WINCH FINANCIAL | WINCH ADVISORY SERVICES, LLC
State Registrations and Notice Filings
(11/25/2015)
(5/1/1998)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jun 1983About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1982About the Series 6 examSimilar Advisors
SOUND INCOME STRATEGIES, LLC
MAXIAM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Christina Vignec Winch's CRS (Customer Relationship Summary).
Similar Advisors
SOUND INCOME STRATEGIES, LLC
MAXIAM CAPITAL, LLC
PARK AVENUE SECURITIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
