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Kim M Molitor

WINDWARD WEALTH STRATEGIES, INC.·OSHKOSH, Wisconsin
Series 6512 years registeredWINDWARD WEALTH STRATEGIES, INC.
2370 STATE ROAD 44, OSHKOSH, WI 54904CRD# 5791376Firm CRD# 175126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kim M Molitor · OSHKOSH, WI
Registration
CRD #5791376 · WINDWARD WEALTH STRATEGIES, INC. · 12 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.
Dec 2013 – Apr 2015
MEQUON, WI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 17, 2013
Years registered · 12
03

Disclosure History

2019Financial·Pending

1 disclosure event 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. →
Introduction

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05

Frequently Asked Questions

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

More Advisors in OSHKOSH, Wisconsin

William Lee Bowman
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Kristie Rene' Hennes
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