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Gregory Bryan Pierce

WINDWARD WEALTH STRATEGIES, INC.·OSHKOSH, Wisconsin
Series 6, Series 7, Series 63, Series 6522 years registeredWINDWARD WEALTH STRATEGIES, INC.
2370 STATE ROAD 44, OSHKOSH, WI 54904CRD# 2322976Firm CRD# 175126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Bryan Pierce · OSHKOSH, WI
Registration
CRD #2322976 · WINDWARD WEALTH STRATEGIES, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

WINDWARD WEALTH STRATEGIES, INC.
Jan 2017 – present
WINDWARD WEALTH STRATEGIES, INC.
Mar 2015 – Dec 2016
OSHKOSH, WI
REINHART PARTNERS, INC.
Jul 2007 – Apr 2015
MEQUON, WI
VIRCHOW KRAUSE WEALTH MANAGEMENT LLC
Feb 2004 – May 2007
OSHKOSH, WI
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · February 20, 2004
Years registered · 22
03

Disclosure History

2021Customer Dispute·Settled
2020Customer Dispute·Settled
2019Financial·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
WINDWARD WEALTH STRATEGIES, INC.
CRD 175126 · SEC 801-81031
AUM
$184M
Regulatory assets under management
Employees
3
386 client accounts
Services offered by WINDWARD WEALTH STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WINDWARD WEALTH STRATEGIES, INC. →
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05

Frequently Asked Questions

What services does Gregory Bryan Pierce offer?
Gregory Bryan Pierce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OSHKOSH, Wisconsin for a consultation.
What are Gregory Bryan Pierce's credentials?
Gregory Bryan Pierce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Bryan Pierce located?
Gregory Bryan Pierce 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 Gregory Bryan Pierce charge for services?
Gregory Bryan Pierce'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.

Walter Alexander Koskinen
OSHKOSH, WI
Kim M Molitor
OSHKOSH, WI

More Advisors in OSHKOSH, Wisconsin

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