Adam Zachary Winch
President at Winch Advisory Services LLC
Profile
Mr. Adam Z.
Winch is a President at Winch Advisory Services LLC.
With more than a decade of financial services experience, he has taken on a leadership role with the company.
He is a registered investment advisor representative since 2008, he has worked for Winch Financial.
Initially, he worked as an advisor, meeting clients and analyzing investment opportunities.
Currently, he is both a financial advisor and an analyst with the investment team.
He received his undergraduate degree from Luther College.
Adam Zachary 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 | 2021-12-31 |
Training of Adam Zachary Winch
| Luther College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
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