Sam Winch

President at Winch Advisory Services LLC

Finance

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
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	-

All active positions of Sam Winch

Former positions of Sam Winch

Companies	Position	End
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	-

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Private companies	2
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