David
Schwendtner

Gwn Securities Inc

CRD#6041329
Investment Advisor
in Englewood, CO

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About this Advisor

David Schwendtner is a financial advisor based in Englewood, Colorado, who has 4 years of relevant experience. Schwendtner is on the advisory team at Gwn Securities Inc. Over the course of their career, they have held roles at Pfs Investments Inc, Primerica Financial Services, Ccf Investments, Inc, Capital Choice Investment Advisers, Inc, Capital Choice Financial Services, Ameritas Investment Corp, Rock Solid Wealth Management, Aspenmark Wealth Management and Gwn Securities, Inc. Schwendtner holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Gwn Securities Inc is a company that has its headquarters in Palm Beach Gardens, FL. The company has offices in 25 locations and a total of 755 employees. It controls $3 billion in total assets between its 58,177 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 58,177 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. Gwn Securities Inc offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. Fees for financial advisory services largely vary depending on the financial services. However, fees charged by Gwn Securities Inc likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Market timing services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6901 S. Yosemite Street # 105
Englewood, CO 80112

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Gwn Securities Inc Brokerage Details

Total Assets Under Management

$2,838,916,178

CO Average: $1,855,561,029
Total Number of Employees

755

CO Average: 62
Total Number of Accounts

58,177

CO Average: 2,474
Average Account Size

$48,798

CO Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Market timing services

David Schwendtner Work History

David has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Aspenmark Wealth Management

2019 - Present (5 years)

Gwn Securities, Inc

2019 - Present (5 years)

Gwn Securities, Inc

2017 - 2017 (< 1 year)

Capital Choice Investment Advisers, Inc

2017 - 2019 (2 years)

Ameritas Investment Corp

2015 - 2017 (2 years)

Ccf Investments, Inc

2015 - 2019 (4 years)

Capital Choice Financial Services

2015 - 2019 (4 years)

Rock Solid Wealth Management

2012 - 2015 (3 years)

Pfs Investments Inc

2011 - 2015 (4 years)

Primerica Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Schwendtner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gwn Securities Inc

Brock Rowlett
Owasso, OK
Lingan Deitrick
Iselin, NJ
Justin Heaslip
Iselin, NJ
John Bannan
Palm Beach Gardens, FL
David Karl
Palm Beach Gardens, FL
Roy Weiss
Williamsport, PA
Sergey Lyubyatinskiy
Los Angeles, CA
Michael Stone
Palmetto Bay, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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