Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers various managed account programs with fees based on assets under management. These fees cover the firm's services, and in some cases, a portion is paid to sub-advisers. The FMAX programs have platform fees that vary depending on the program and asset level. Minimum annual platform fees range from $25 to $65 per account. No commissions or 12b-1 fees are earned by GWN Securities on any assets held in advisory accounts with some exceptions.
Areas of Practice
Advisor Information
Office location
Appleton, WI
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ethan works as a Financial Representative for Harbor Financial, selling life insurance, and as an IAR for Latitude Advisors, LLC, providing fee-based financial planning and asset management. The Harbor Financial role takes nearly all of Ethan's time, while the Latitude Advisors role requires minimal time.