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Shareholder · Windward Private Wealth Management Inc.

Brandy K. Ward

CRD 6364304 · Named on Form ADV at one SEC-registered adviser

At a glance

Windward Private Wealth Management Inc., an SEC-registered wealth manager based in Overland Park, KS with $310 million in regulatory assets, lists Brandy K. Ward on its Form ADV as Shareholder.

Firms and roles

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Brandy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Colleagues named on the same filings (9)

  • Darrell R. TierneySecretary & Trustee of Darrell Tierney TTE Gardner-Tierney LVG TR U/a 6-23-03, Windward Private Wealth Management Inc.
  • Steven T. OsborneTrustee of Steven T. Osborne, TTE Osborne Family TR U/a 9-28-12, Windward Private Wealth Management Inc.
  • Andrew S. OsborneCEO, CIO, President & Trustee of Andrew S. Osborne, TTE Andrew Steven Osborne and Lindsey Deann Osborne REV TR U/a 7-1-10, Windward Private Wealth Management Inc.
  • Gayle D. OsborneTrustee of Steven T. Osborne, TTE Osborne Family TR U/a 9-28-12, Windward Private Wealth Management Inc.
  • Emily T. PettyCOO, Vice President, Trustee of Emily Tierney Petty, TTE Tyler S. Petty and Emily Tierney Petty Lvng TR U/a 8-24-18, Windward Private Wealth Management Inc.

4 more people named with Brandy on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.