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Nicholas Wyzkiewicz

8 Years of Experience
Greensburg, PA
1 DisclosureBrokerSells Insurance

Nicholas Wyzkiewicz is a registered investment advisor at Gwn Securities INC., based in Greensburg, PA, with 8 years of industry experience. Nicholas 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.

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
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Location

One Northgate Squire, Suite 217, Greensburg, PA, 15601

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History

Regulatory History (1)
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Customer Dispute
May 2022
Settled
Other Business ActivitiesSells Insurance

Nicholas is a licensed insurance agent in Pennsylvania, selling life insurance, long-term care, and annuities, dedicating minimal time to this activity. He also serves as a preaching pastor at Grace Life Church, spending a few hours per week and receiving compensation for his services.

Employment History
Current Registrations
Gwn Securities INC.Broker
August 2018 - Present · 8 yrs 2 mos
Gwn Securities INC.
July 2018 - Present · 8 yrs 3 mos
State Registrations11 states
CAFLGAKYMAOHOKPASCVAWV
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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