#1Windward Wealth Strategies, Inc.
WINDWARD WEALTH STRATEGIES, INC.
Based in Oshkosh, WI
Retirement Plan Advisors in Oshkosh, WI
The top-ranked retirement plan advisors serving Oshkosh, WI are Windward Wealth Strategies, Inc., Iron Horse Asset Management LLC and Endowment Wealth Management, Inc.. We list 9 retirement plan advisors serving Oshkosh, WI. 9 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Oshkosh, WI (Winnebago County). 9 providers, 9 of the top 9 verified against federal or state records. Registry records checked on 2026-11-04.
Top 9 ranked retirement plan advisors for Oshkosh
#2Iron Horse Asset Management LLC
IRON HORSE ASSET MANAGEMENT LLCServes this area from Neenah, WI (12 mi)#3Endowment Wealth Management, Inc.
ENDOWMENT WEALTH MANAGEMENT, INC.Serves this area from Greenville, WI (17 mi)#4Etf Model Solutions, LLC
ETF MODEL SOLUTIONS, LLCServes this area from Greenville, WI (17 mi)#5Conceptual Financial Advisors, LLC
CONCEPTUAL FINANCIAL ADVISORS, LLCServes this area from Appleton, WI (18 mi)#6Collar Capital Management, LLC
COLLAR CAPITAL MANAGEMENT, LLCServes this area from Appleton, WI (18 mi)#7Gateway Wealth Partners, LLC
GATEWAY WEALTH PARTNERS, LLCServes this area from Appleton, WI (18 mi)#8Cornerstone Financial Group
CORNERSTONE ENTERPRISES, LLCServes this area from WI#9Mcglone Suttner Wealth Management, Inc.
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.Serves this area from WI
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Frequently asked questions
How many retirement plan advisors serve Oshkosh?
We list 9 retirement plan advisors serving Oshkosh, WI: 1 based there and 8 serving it from nearby. 9 of the top 9 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Oshkosh?
The top-ranked retirement plan advisors serving Oshkosh, WI are Windward Wealth Strategies, Inc., Iron Horse Asset Management LLC, Endowment Wealth Management, Inc., Etf Model Solutions, LLC and Conceptual Financial Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Oshkosh are verified against official records?
9 of the top 9 match an active official record: Windward Wealth Strategies, Inc. (U.S. Securities and Exchange Commission), Iron Horse Asset Management LLC (U.S. Securities and Exchange Commission), Endowment Wealth Management, Inc. (U.S. Securities and Exchange Commission), Etf Model Solutions, LLC (U.S. Securities and Exchange Commission) and Conceptual Financial Advisors, LLC (U.S. Securities and Exchange Commission), and 4 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .