John Forsgren
John Forsgren is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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Regulatory History
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
John is part owner of Blackridge Financial Group LLC and owner of Forsgren Financial LLC, with Blackridge Financial Group owning the office condo. He is also licensed to sell life insurance since 2005, appointed with Kellogg Insurance for Medicare Advantage and Supplement sales, and an agent for fixed index annuities, United Health Care, and Advisors Insurance Brokers, dedicating a few hours per week to each of these insurance-related activities. John also acts as a property manager for Miller Phase 2, LLC, spending a few hours per week.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Interactive Financial Advisors
Legend Advisory CORP
Legend Equities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.