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, working with Gwn Securities Inc. David has previously held positions 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. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, David is part of Gwn Securities Inc, which operates out of Englewood, Colorado. The firm has 25 offices and 755 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. The fee structure at Gwn Securities Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

$3,079,617,915

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

755

CO Average: 62
Total Number of Accounts

62,656

CO Average: 2,474
Average Account Size

$49,151

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

2019 - Present (6 years)

Aspenmark Wealth Management

2019 - Present (6 years)

Gwn Securities, Inc

2019 - Present (6 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

Created with Highcharts 6.0.7

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

Jennifer Baron
Palm Beach Gardens, FL
Lauren Ragsdale
Palm Beach Gardens, FL
Timothy Howell
Palm Beach Gardens, FL
Brian Lacrosse
Palm Beach Gardens, FL
Jonah Simenauer
Palm Beach Gardens, FL
James Zerweck
Palm Beach Gardens, FL
Cole Finley
Palm Beach Gardens, FL
Joshua Mccutcheon
Fort Worth, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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