Brooke Wentner, financial advisor Pottsboro TX

Brooke Wentner

CRD Number: 711555
Current Firm: Gwn Securities Inc.

Brooke Wentner (CRD# 711555) is an Investment Advisor Representative working at Gwn Securities Inc. in Pottsboro, TX and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Mar 2010 - Current 14
Teachers Retirement Services Danville, CA Mar 2000 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
Contact Info for Brooke R. Wentner
Phone Number: 561-472-2700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,839
    MILLIONS
  • Total Number of Accounts
    58,177
    ACCOUNTS
  • Average Account Value
    $48,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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