Windward Wealth Strategies Inc
Legal Name: WINDWARD WEALTH STRATEGIES, INC.
Full Contact Details
Windward Wealth Strategies Inc
2370 STATE ROAD 44, SUITE A, OSHKOSH, WI
920-230-2215
920-230-6851
Other Info
Windward Wealth Strategies Inc, also known as WINDWARD WEALTH STRATEGIES, INC., is a Wisconsin Corporation with a team of four employees, three of whom serve as advisors to clients, although the number of clients served is unknown. The firm's SEC status is approved, with a registration date of February 2015.
Direct Owners
-
CASSANDRA ANN KNIGHT
ASSISTANT RELATIONSHIP MANAGER owns more than 5% but less than 10%
-
GREGORY BRYAN PIERCE
PRESIDENT & CIO owns more than 50% but less than 75%
-
KIM M MOLITOR
SECRETARY owns more than 25% but less than 50%
-
WALTER ALEXANDER KOSKINEN
TREASURER, CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%