BP
BP

Brent Powell

19 Years of Experience
Cheyenne, WY
BrokerSells Insurance

Brent Powell is a registered investment advisor at Gwn Securities INC., based in Cheyenne, WY, with 19 years of industry experience. Brent 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
506 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K

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.

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Location

1623 Central Ave. Suite 4857, Cheyenne, WY, 82001

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brent owns Brent Powell Financial, LLC, dedicating full-time hours to it. He also works with FPG Marketing and Advisors Resource LLC, both related to life insurance, and is a part owner of a vacation rental property in Costa Rica.

Employment History
Current Registrations
Gwn Securities INC.Broker
November 2012 - Present · 13 yrs 6 mos
Gwn Securities INC.
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Legend Equities CorporationBroker
May 2009 - November 2012 · 3 yrs 6 mos
Legend Advisory CORP
May 2009 - November 2012 · 3 yrs 6 mos
AXA Advisors, LLC
November 2007 - June 2009 · 1 yr 7 mos
AXA Advisors, LLCBroker
July 2006 - June 2009 · 2 yrs 11 mos
State Registrations7 states
AZCACOFLIAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Brent Powell - Financial Advisor | TrueAdvisor