Windward Wealth Strategies, Inc.

Windward Wealth Strategies, Inc. (CRD# 175126) is a financial advisory firm headquartered in Oshkosh, WI. They manage $168,000,000 in 409 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $410,758
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.

AZ, CA, CO, DC, FL, IL, MI, MN, TN, WI

Financial Advisors at Windward Wealth Strategies, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
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 23 years of experience in the finance industry.

2
Kim M. Molitor
CRD#: 5791376
2370 State Road 44, Suite A, Oshkosh, WI 54904
89
Wealthminder
score

Kim Molitor (CRD# 5791376) is an Investment Advisor Representative working at Windward Wealth Strategies, Inc. in Oshkosh, WI and has over 2 years of experience in the finance industry.

3
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 33 years of experience in the finance industry.

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