Gregory Bryan Pierce

Current Employers

Windward Wealth Strategies, Inc.

2370 State Road 44 Suite A, Oshkosh, WI 54904 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-12-04

WI RA
APPROVED

Since 2024-12-04

Branch Locations

2370 State Road 44 Suite A, Oshkosh, WI 54904 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Windward Wealth Strategies, Inc.	Oshkosh	WI	03/2015	Present

03/2015 → Present

Windward Wealth Strategies, Inc.

Oshkosh, WI

Previous Registrations

2015-03-16 → 2016-12-31

Windward Wealth Strategies, Inc.

Oshkosh, WI
2007-07-25 → 2015-04-01

Reinhart Partners, Llc

Mequon, WI
2004-02-20 → 2007-05-15

Baker Tilly Investment Advisors

Oshkosh, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-02-19
S63	Uniform Securities Agent State Law Examination	1993-03-08

S65 Uniform Investment Adviser Law Examination

2004-02-19
S63 Uniform Securities Agent State Law Examination

1993-03-08

View on SEC IAPD

Current Employers

Windward Wealth Strategies, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

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