Windward Wealth Strategies, Inc.

Windward Wealth Strategies, Inc. (CRD# 175126) is a financial advisory firm headquartered in Oshkosh, WI. They manage $184,257,946 in 386 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
2370 State Road 44, Suite A, Oshkosh, WI 54904
https://www.facebook.com/search/top/?q=windward%20wealth%20strategies%20inc
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    386
    ACCOUNTS
  • Average Account Value
    $477,352
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, FL, GA, IA, IL, KY, MA, MI, MN, NY, OR, TN, UT, VA, WA, WI

Financial Advisors at Windward Wealth Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kim Molitor, financial advisor Oshkosh WI
Kim M. Molitor
CRD#: 5791376
2370 State Road 44, Suite A, Oshkosh, WI 54904

Kim Molitor (CRD# 5791376) is an Investment Advisor Representative working at Windward Wealth Strategies, Inc. in Oshkosh, WI and has over 10 years of experience in the finance industry.

2
Gregory Pierce, financial advisor Oshkosh WI
Gregory B. Pierce
CRD#: 2322976
2370 State Road 44, Suite A, Oshkosh, WI 54904

Gregory Pierce (CRD# 2322976) is an Investment Advisor Representative working at Windward Wealth Strategies, Inc. in Oshkosh, WI and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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