Profile
Mr. Samuel R.
Winch is a President at Winch Advisory Services LLC.
He holds a dual role at Winch Financial as both an investment analyst and an advisor.
As a registered investment advisor representative, he enjoys a large client base and meets with investors regularly to discuss their retirement goals, financial opportunities and progress.
He also makes allocation suggestions and coordinates with members of the investment department to optimize portfolios.
He has over 20 years of experience in wealth management business.
Mr. Winch worked as a representative for both Securities America and Woodbury, which gives him added insight into the analysis and review of commissionable products.
Sam Winch active positions
Companies | Position | Start |
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Winch Advisory Services LLC
Winch Advisory Services LLC Investment ManagersFinance Winch Advisory Services LLC, do-business-as Winch Financial, is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Christina Winch in 1998. Winch Financial provides discretionary advisory services to individuals, high net-worth individuals, investment companies (which include mutual funds), pension and profit sharing plans (other than plan participants), other pooled investment vehicles, and charitable organizations. | President | - |
Former positions of Sam Winch
Companies | Position | End |
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Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Winch Advisory Services LLC
Winch Advisory Services LLC Investment ManagersFinance Winch Advisory Services LLC, do-business-as Winch Financial, is an independent, SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Christina Winch in 1998. Winch Financial provides discretionary advisory services to individuals, high net-worth individuals, investment companies (which include mutual funds), pension and profit sharing plans (other than plan participants), other pooled investment vehicles, and charitable organizations. | Finance |
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Finance |
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