Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > oshkosh > WINDWARD WEALTH STRATEGIES, INC.
WINDWARD WEALTH STRATEGIES, INC.
2370 State Road 44
Suite A
Oshkosh, Wisconsin 54904
Tel: 920-230-2215
About WINDWARD WEALTH STRATEGIES, INC.
WINDWARD WEALTH STRATEGIES, INC, formally registered with the SEC as WINDWARD WEALTH STRATEGIES, INC. The firm was established in 02/27/2015. They have over 1 offices throughout the country.
WINDWARD WEALTH STRATEGIES, INC. is a Oshkosh, Wisconsin based Financial Planning firm with nearly $184,257,946 assets under management, offering retirement planning & investment advisory services to 386 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175126 |
| SEC# | 801-81031 |
| Assets Managed by Firm | $184,257,946 |
| No. of Clients | 386 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 386 | $184,257,946 |
| Individuals (other than high net worth individuals) | 45 | $21,301,114 |
| High net worth individuals | 42 | $162,956,832 |
More Retirement Planning firms in Oshkosh, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 | |
| $14,936,427,714 | 769 | 26 |
Explore More Retirement Advisors in Oshkosh, Wisconsin