WINDWARD WEALTH STRATEGIES, INC.

OSHKOSH, Wisconsin·4 registered advisors·CRD# 175126

SEC# 801-810310920-230-2215

01

Firm Overview

AUM

$184M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WINDWARD WEALTH STRATEGIES, INC.

4 registered advisors

Cassandra Ann Knight

OSHKOSH, Wisconsin

Gregory Bryan Pierce

OSHKOSH, Wisconsin

OSHKOSH, Wisconsin

Walter Alexander Koskinen

OSHKOSH, Wisconsin

05

Office Locations

OSHKOSH, Wisconsin

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Data sourced from SEC Form ADV filings. WINDWARD WEALTH STRATEGIES, INC. (CRD# 175126) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.