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Amy D Haupert

GWN Securities Inc.

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About Amy D Haupert

Amy Haupert is a registered representative with GWN Securities Inc. Amy has been in the industry since February 1997. Amy's specializations include fixed income, mutual funds, variable products and retirement planning. Amy has been a registered representative at GWN Securities Inc. since August 2008. Previously, Amy was a registered representative at Financial Network Investment Corporation, Pension Planners Securities, Inc., OneAmerica Securities, Inc., and American United Life Insurance Company.

Firm Information

Amy Haupert is currently registered with GWN Securities Inc.. GWN Securities Inc., formed in May 1999, is a Florida-based corporation offering a range of investment advisory services to individuals, corporations, and high-net-worth clients. The firm manages over $3 billion in assets, serving over 32,000 clients across the United States. GWN Securities specializes in financial planning, market timing services, and portfolio management for individuals and corporations.
GWN Securities Inc.

11440 NORTH JOG ROAD

PALM BEACH GARDENS, FL 33418-3764

$3.08B

Assets Under Management

88

Total Clients

583

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

In lieu of hourly fee, ia can charge a flat fee

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Amy Haupert’s Registration & Firm History

IN

08/15/2008 - Present

GWN Securities Inc. (INDIANAPOLIS IN)

CA

08/13/2008 - 08/19/2008

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

IN

06/22/2004 - 08/13/2008

PENSION PLANNERS SECURITIES, INC. (INDIANAPOLIS IN)

IN

07/21/1997 - 07/01/2004

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

07/21/1997 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

NA

02/20/1997 - 07/14/1997

AUL EQUITY SALES CORP.

IN

02/18/1997 - 07/14/1997

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 02/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Amy D Haupert. Review regulatory record here.
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