What departments does Winch Financial have?

Winch Financial has employees across 4 departments including Marketing, Operations, Analytics, Finance.

What is the largest department at Winch Financial?

The largest department at Winch Financial is Analytics with 3 employees.

Where are Winch Financial employees located globally?

Winch Financial has employees across 1 continents and 1 countries including United States Of America.

How has Winch Financial's team size changed over time?

Winch Financial's team has decreased from approximately 13 to 12 employees based on available data.

Winch Financial Employee Directory

Q: Who are Winch Financial's key employees and leadership?

Winch Financial's key employees include: Ceo: C. W..

Financial ServicesWisconsin, United States2-10 Employees

Winch Financial operates in the financial services industry, offering independent guidance, investment strategies, and risk-aware money management tailored to help clients pursue retirement goals and financial security across life stages. The firm emphasizes capital preservation, tactical asset allocation, rigorous research, and adherence to a fiduciary standard, underscoring its commitment to responsible stewardship of client assets. Based in Appleton, Wisconsin, the company highlights education and client collaboration as key aspects of its approach, including teaching classes and conducting seminars to support informed financial decisions.
The client base appears to be individuals seeking long-term financial stability and retirement planning, with services designed to address changing circumstances and evolving opportunities. Winch Financial positions itself as a steady, community-minded advisor with a multi-decade track record of guiding clients and their families, and it has received local recognition for its volunteer work. Acknowledging its regional roots, the firm emphasizes trust and ongoing advisory support across seasons of life.

Winch Financial Global Highlights

North America
26

United States Of America
26

Winch Financial's Leadership

C. W.
Ceo
Mobile Phone
Email
L. B.
Marketing Director
Mobile Phone
Email
S. A. S.
Operations Director
Mobile Phone
Email
J. R. L.
Research/Portfolio Analyst
Mobile Phone
Email
M. W.
Insurance Coordinator & Registered Investment Advisor Represenative
Mobile Phone
Email
T. B.
Financial Analyst
Mobile Phone
Email
D. G.
Client Services Specialist
Mobile Phone
Email
J. N.
Clerk
Mobile Phone
Email

Winch Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Accounting
Administrative
Other

Contact profiles from Winch Financial

Name

Title

Contact Info

Location

Last Update

D. M.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Jan 22, 2026
B. G.
Client Relationship Specialist
Mobile Phone
Email
May 06, 2025
K. D.
Assistant, Client Services
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
M. W.
Client Services Specialist
Mobile Phone
Email
May 07, 2025
A. B.
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
K. K.
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
P. H.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Winch Financial known for?

Winch Financial was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 424 East Wisconsin Avenue Appleton, Wisconsin 54911 United States; you can contact the main corporate office by phone at

+1-800-640-****

. Explore Winch Financial's company overview page for more information.

What is Winch Financial's most common email format?

Winch Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Winch Financial email formats with LeadIQ.

How many employees does Winch Financial have currently?

Winch Financial has approximately 10 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Winch Financial's key employees and leadership?

As of May 2026, Winch Financial's key employees include:

Ceo: C. W.
Marketing Director: L. B.
Operations Director: S. A. S.
Research/Portfolio Analyst: J. R. L.
Insurance Coordinator & Registered Investment Advisor Represenative: M. W.

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Winch Financial Employee Directory

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