Samuel Ronald Winch
Investment adviser representative at Winch Financial
25 yearsExperience
2 statesRegistered in
$580.2MFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Winch FinancialSep 2011 to now
- Winch Advisory Services LLCAug 2011 to now
- Lullabadeer, Inc.Jan 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Winch Financial
Legal name: Winch Advisory Services, LLC
$580.2MAssets managed
851Clients
7Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3126026
- Firm CRD
- 110194