0001580642-16-011811.txt : 20161102 0001580642-16-011811.hdr.sgml : 20161102 20161102105908 ACCESSION NUMBER: 0001580642-16-011811 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161102 DATE AS OF CHANGE: 20161102 EFFECTIVENESS DATE: 20161102 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Winch Advisory Services, LLC CENTRAL INDEX KEY: 0001585822 IRS NUMBER: 391923903 STATE OF INCORPORATION: WI FISCAL YEAR END: 1213 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16148 FILM NUMBER: 161966667 BUSINESS ADDRESS: STREET 1: 424 E WISCONSIN AVENUE CITY: APPLETON STATE: WI ZIP: 54911 BUSINESS PHONE: 920-739-8577 MAIL ADDRESS: STREET 1: 424 E WISCONSIN AVENUE CITY: APPLETON STATE: WI ZIP: 54911 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001585822 XXXXXXXX 09-30-2016 09-30-2016 false Winch Advisory Services, LLC

424 E WISCONSIN AVENUE APPLETON WI 54911

13F HOLDINGS REPORT 028-16148 N Christina V Winch 920-739-8577 /s/ Christina V Winch Appleton WI 11-01-2016 0 288 122665 INFORMATION TABLE 2 infotable.xml HIGHLANDS REIT INC NSA COM 43199G105 4 10000 SH SOLE 0 0 10000 INVENTRUST PROPERTIES CORP NSA COM 45599R102 31 10000 SH SOLE 0 0 10000 ALCOA INC COM COM 013817507 1 103 SH SOLE 0 0 103 AVANTAIR INC COM COM 05350T101 0 300 SH SOLE 0 0 300 ADVANCE AUTO PARTS INC COM COM 00751Y106 4 28 SH SOLE 0 0 28 APPLE INC COM COM 037833100 7192 63616 SH SOLE 2625 0 60991 ABBVIE INC COM COM 00287Y109 2545 40345 SH SOLE 4205 0 36140 ABBOTT LABS COM COM 002824100 3 70 SH SOLE 0 0 70 ISHARES MSCI ACWI ETF MSCI ACWI ETF 464288257 24 401 SH SOLE 0 0 401 AMERICAN ELEC PWR INC COM COM 025537101 2168 33767 SH SOLE 3105 0 30662 AFLAC INC CM COM 001055102 15 212 SH SOLE 0 0 212 ISHARES CORE US AGGREGATE BOND ETF CORE TOTUSBD ETF 464287226 30 270 SH SOLE 0 0 270 ALLERGAN PLC COM COM G0177J108 11 47 SH SOLE 0 0 47 AMERICAN CAPITAL AGENCY CORP N/C 10/3/16 00123Q104 COM 00123Q104 1961 100353 SH SOLE 0 0 100353 AMERIPRISE FINL ICN COM COM 03076C106 2 22 SH SOLE 0 0 22 AMAZON.COM INC COM COM 023135106 2639 3152 SH SOLE 1536 0 1616 ASSOCIATED BANC CORP COM COM 045487105 11 571 SH SOLE 0 0 571 ASHLAND GLOBAL HOLDINGS INC COM COM 044186104 81 697 SH SOLE 0 0 697 GOLDEN MINERALS CO COMMON STOCK COM 381119106 0 20 SH SOLE 0 0 20 AMERICAN WATER WORKS CO COM COM 030420103 1 20 SH SOLE 0 0 20 BOEING CO COM COM 097023105 37 279 SH SOLE 0 0 279 ALIBABA GROUP HLDG LTD ADR SPON ADR 01609W102 20 188 SH SOLE 0 0 188 BANK OF AMERICA CORP COM COM 060505104 1537 98207 SH SOLE 19360 0 78847 BANK OF AMERICA CORP PFD PREFERRED STOCK 060505740 8 312 SH SOLE 0 0 312 BREITBURN ENERGY PARTNERS LP COM COM 106776107 0 239 SH SOLE 0 0 239 BAY COMMERCIAL BANK COM COM 072199102 30 2431 SH SOLE 0 0 2431 BIOGEN INC COM COM 09062X103 9 30 SH SOLE 0 0 30 VANGUARD INTERMEDIATE TERM BOND FUND ETF 921937819 3 32 SH SOLE 0 0 32 BANK MONTREAL QUE COM COM COM 063671101 64 978 SH SOLE 0 0 978 BEMIS INC COM COM 081437105 3 60 SH SOLE 0 0 60 BRISTOL-MYERS SQUIBB CM COM 110122108 2979 55250 SH SOLE 3390 0 51860 BERKSHIRE HATHAWAY INC DEL CL B CL B NEW 084670702 2014 13939 SH SOLE 1785 0 12154 GUGGENHEIM BULLETSHARES 2016 ETF 18383M555 14 614 SH SOLE 0 0 614 GUGGENHEIM BULLETSHARES 2017 ETF 18383M548 14 603 SH SOLE 0 0 603 GUGGENHEIM BLT 2018 CORP BOND ETF ETF 18383M530 14 648 SH SOLE 0 0 648 BUFFALO WILD WINGS INC COM COM 119848109 4 25 SH SOLE 0 0 25 THE BLACKSTONE GROUP LP COM COM 09253U108 3 109 SH SOLE 0 0 109 CHOICE BANCORP INC COM COM 17037X108 14 1000 SH SOLE 0 0 1000 CHEGG INC COM COM 163092109 4 500 SH SOLE 0 0 500 CHECK POINT SOFTWARE TECH COM COM M22465104 5 60 SH SOLE 0 0 60 COLGATE PALMOLIVE CO COM COM 194162103 49 659 SH SOLE 0 0 659 CLEANTECH SOLUTIONS INTL INC COM COM 18451N204 0 12 SH SOLE 0 0 12 CLARENT CORP COM COM 180461105 0 100 SH SOLE 0 0 100 CLOROX COMPANY COM COM 189054109 213 1701 SH SOLE 1460 0 241 CHIPOTLE MEXICAN GRILL COM COM 169656105 2 5 SH SOLE 0 0 5 CENTERPOINT ENERGY INC COM COM 15189T107 4 180 SH SOLE 0 0 180 CONOCOPHILLIPS CORP COM COM 20825C104 30 698 SH SOLE 0 0 698 Campbell Soup Co COM 134429109 164 3000 SH SOLE 3000 0 0 CRRC CORP LTD ORD COM Y1818X100 1 1400 SH SOLE 0 0 1400 COMMUNICATIONS SALES&LEAS INC COM COM 20341J104 4 129 SH SOLE 0 0 129 CISCO SYSTEMS INC COM COM 17275R102 378 11927 SH SOLE 9085 0 2842 CENTURYLINK INC COM COM 156700106 18 647 SH SOLE 0 0 647 CHEVRON CORP COM COM 166764100 2370 23030 SH SOLE 2130 0 20900 CEMEX S.A.B. 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