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Charles Robert Klimas

GWN Securities Inc.

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About Charles Robert Klimas

Charles Klimas is an investment advisor representative at GWN Securities Inc. Charles has been working in the financial industry since 2000. Charles has a Series 6, 63 and 65 licenses. Charles is registered in Montana and other states. Charles is an Investment Advisor Representative for GWN Securities Inc. and is a financial advisor based in Palm Beach Gardens, Florida.

Firm Information

Charles Klimas 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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Charles Klimas’s Registration & Firm History

FL

03/21/2014 - Present

GWN Securities Inc. (PALM BEACH GARDENS FL)

MT

01/23/2009 - 03/25/2014

SECURITIES AMERICA, INC. (HAVRE MT)

MT

06/06/2003 - 01/23/2009

BRECEK & YOUNG ADVISORS, INC. (HAVRE MT)

MT

05/14/2003 - 06/06/2003

S.G. LONG & COMPANY (MISSOULA MT)

MT

03/01/2002 - 05/12/2003

S.G. LONG & COMPANY (MISSOULA MT)

CA

09/01/2000 - 03/11/2002

BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)

MA

06/26/2000 - 09/28/2000

SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 11/06/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Robert Klimas.
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