AdvisorGrade

Financial advisers in Oshkosh, WI

2 registered investment adviser firms in Oshkosh managing $363M in assets, based on public SEC Form ADV filings.

Windward Wealth Strategies, INC.

Oshkosh, WI · Est. 2015

Local
Fee-based
AUM
$251M
Per adviser
$126M
Advisers
2

No reported disclosures

Valley Wealth Management

Oshkosh, WI · Est. 2026

Local
Fee-only
AUM
$112M
Per adviser
$112M
Advisers
1

No reported disclosures