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Kim M Molitor

Windward Wealth Strategies, Inc.

Oshkosh, WI

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Current Employers
Windward Wealth Strategies, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-12-13
  • WI RA
    APPROVED
    Since 2024-12-13

Branch Locations

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

Disclosures

1 disclosure category 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 No
  • Termination No
Employment History
OrganizationCityStateFromTo
Windward Wealth Strategies, Inc. Oshkosh WI 03/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-17
  • S65 Uniform Investment Adviser Law Examination
    2013-12-17

View on SEC IAPD

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