Best Investors
Account
Sign in
Best Investors
Account
Sign in
Windward Wealth Strategies, Inc. CRD 175126
$251M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2370 State Road 44 Suite A, Oshkosh, WI 54904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-12-04 |
Branch Locations
2370 State Road 44 Suite A, Oshkosh, WI 54904 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windward Wealth Strategies, Inc. | Oshkosh | WI | 03/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-08 |
Reach out to this advisor