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Paul Carnahan

Gwn Securities INC.
17 Years of Experience
Birmingham, MI
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Paul Carnahan is a registered investment advisor at Gwn Securities INC., based in Birmingham, MI, with 17 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37,793 clients with $4.8B in assets under management.

Gwn Securities INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
505 advisors
Number of Clients
37,793 clients
Average Client Portfolio
$126K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.50%

Schedule represents the standard GWN Managed Account Program. Other programs such as Premier, Total Access, and FMAX have separate fee schedules or negotiable rates up to 2.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

280 North Old Woodward, Suite 100, Birmingham, MI, 48009

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2022
Settled
Financial
May 2019
Final
Financial
February 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul is an agent/broker for WSFG Fixed Insurance since 2019 and an independent insurance agent and President/Wealth Manager for Old Woodward Wealth Management since 2023, dedicating a few hours per week to each. He also spends minimal time with the Greater Oakland Republican Party.

Employment History
Current Registrations
Gwn Securities INC.Broker
February 2022 - Present · 4 yrs 8 mos
Gwn Securities INC.
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Securian Financial Services, INC.Broker
June 2019 - March 2022 · 2 yrs 9 mos
Securian Financial Services, INC.
June 2019 - March 2022 · 2 yrs 9 mos
Centaurus Financial, INC.
September 2010 - June 2019 · 8 yrs 9 mos
Centaurus Financial, INC.Broker
July 2010 - June 2019 · 8 yrs 11 mos
Wells Fargo Advisors, LLC
October 2008 - December 2009 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
October 2008 - December 2009 · 1 yr 2 mos
State Registrations2 states
MIOH
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.
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