Unclaimed Profile

Walter Alexander Koskinen

WINDWARD WEALTH STRATEGIES, INC.·OSHKOSH, Wisconsin

Series 6, Series 22, Series 63, Series 6512 years registeredWINDWARD WEALTH STRATEGIES, INC.

2370 STATE ROAD 44, OSHKOSH, WI 54904CRD# 1275243Firm CRD# 175126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Walter Alexander Koskinen · OSHKOSH, WI

Registration

CRD #1275243 · WINDWARD WEALTH STRATEGIES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WINDWARD WEALTH STRATEGIES, INC.

WINDWARD WEALTH STRATEGIES, INC.

Jan 2017 – Aug 2021

OSHKOSH, WI

WINDWARD WEALTH STRATEGIES, INC.

Mar 2015 – Dec 2016

OSHKOSH, WI

REINHART PARTNERS, INC.

Dec 2013 – Apr 2015

OSHKOSH, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Series 65

Registration record

First registered · December 4, 2013

Years registered · 12

Disclosure History

2020Customer Dispute·Settled

2019Customer Dispute·Pending

2019Financial·Pending

1990Customer Dispute·Pending

4 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

WINDWARD WEALTH STRATEGIES, INC.

CRD 175126 · SEC 801-81031

AUM

$184M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Walter Alexander Koskinen offer?

Walter Alexander Koskinen specializes in Financial Planning, Investment Management, Wealth Management.

What are Walter Alexander Koskinen's credentials?

Walter Alexander Koskinen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Alexander Koskinen located?

Walter Alexander Koskinen is based in OSHKOSH, Wisconsin, last registered with WINDWARD WEALTH STRATEGIES, INC..

How does Walter Alexander Koskinen charge for services?

Walter Alexander Koskinen'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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