WINDWARD WEALTH STRATEGIES, INC. of OSHKOSH, WI is an SEC-registered investment adviser (CRD 175126). Regulatory assets under management: $251.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Gregory Bryan Pierce | PRESIDENT, CHIEF COMPLIANCE OFFICER & CIO | — |
| Kim M Molitor | SECRETARY | — |
| PIERCE GREGORY BRYAN | PRESIDENT & CIO | — |
| KNIGHT MICHELLE ANN | ASSISTANT RELATIONSHIP MANAGER; CHIEF COMPLIANCE OFFICER | — |
| KOSKINEN WALTER ALEXANDER | TREASURER; TREASURER, CHIEF COMPLIANCE OFFICER | — |
| MOLITOR KIM M | SECRETARY | — |