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Cassandra Ann Knight

WINDWARD WEALTH STRATEGIES, INC.·OSHKOSH, Wisconsin
Clean recordWINDWARD WEALTH STRATEGIES, INC.
2370 STATE ROAD 44, OSHKOSH, WI 54904CRD# 5657690Firm CRD# 175126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cassandra Ann Knight · OSHKOSH, WI
Registration
CRD #5657690 · WINDWARD WEALTH STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cassandra Ann Knight is a registered financial advisor based in OSHKOSH, Wisconsin, affiliated with WINDWARD WEALTH STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WINDWARD WEALTH STRATEGIES, INC.
WINDWARD WEALTH STRATEGIES, INC.
AUM
$184M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WINDWARD WEALTH STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5657690
Firm CRD# 175126
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cassandra Ann Knight offer?
Cassandra Ann Knight specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OSHKOSH, Wisconsin for a consultation.
What are Cassandra Ann Knight's credentials?
Cassandra Ann Knight is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cassandra Ann Knight located?
Cassandra Ann Knight is based in OSHKOSH, Wisconsin, working with WINDWARD WEALTH STRATEGIES, INC.. Their office serves clients in the OSHKOSH metropolitan area and surrounding communities.
How does Cassandra Ann Knight charge for services?
Cassandra Ann Knight's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDWARD WEALTH STRATEGIES, INC.?
WINDWARD WEALTH STRATEGIES, INC. has approximately 3 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINDWARD WEALTH STRATEGIES, INC.

Gregory Bryan Pierce
OSHKOSH, WI
Kim M Molitor
OSHKOSH, WI
Walter Alexander Koskinen
OSHKOSH, WI

More Advisors in OSHKOSH, Wisconsin

Kristie Rene' Hennes
BOWMAN & COMPANY S.C.·OSHKOSH, WI
William Lee Bowman
BOWMAN & COMPANY S.C.·OSHKOSH, WI

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Research
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