Windward Wealth Strategies, Inc.

Windward Wealth Strategies, Inc. (CRD# 175126) is a financial advisory firm headquartered in Oshkosh, WI. They manage $144,209,225 in 402 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $358,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MN, TN, WI

Financial Advisors at Windward Wealth Strategies, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Debra L. Allison-Aasby
CRD#: 5787766
2370 State Road 44, Suite A, Oshkosh, WI 54904
93
Wealthminder
score

Debra Allison-Aasby (CRD# 5787766) is an Investment Advisor Representative working at Windward Wealth Strategies, Inc. in Oshkosh, WI and has over 7 years of experience in the finance industry.

2
Gregory B. Pierce
CRD#: 2322976
2370 State Road 44, Suite A, Oshkosh, WI 54904
93
Wealthminder
score

Gregory Pierce (CRD# 2322976) is an Investment Advisor Representative working at Windward Wealth Strategies, Inc. in Oshkosh, WI and has over 25 years of experience in the finance industry.

3
Kim M. Molitor
CRD#: 5791376
2370 State Road 44, Suite A, Oshkosh, WI 54904
90
Wealthminder
score

Kim Molitor (CRD# 5791376) is an Investment Advisor Representative working at Windward Wealth Strategies, Inc. in Oshkosh, WI and has over 4 years of experience in the finance industry.

4
Walter A. Koskinen
CRD#: 1275243
2370 State Road 44, Suite A, Oshkosh, WI 54904
83
Wealthminder
score

Walter Koskinen (CRD# 1275243) is an Investment Advisor Representative working at Windward Wealth Strategies, Inc. in Oshkosh, WI and has over 34 years of experience in the finance industry.

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