linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daidre Jo Bakke

GWN Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daidre? Claim Your Profile

About Daidre Jo Bakke

Daidre Bakke is a financial professional with over 20 years of experience in the industry. Daidre is currently registered with GWN Securities Inc. in New London, MN and holds licenses in several states. Daidre has previously worked with LEGEND EQUITIES CORPORATION and A. G. EDWARDS & SONS, INC. Daidre has a strong background in investment advisory services, financial planning and market timing services, and she is dedicated to helping her clients achieve their financial goals.

Firm Information

Daidre Bakke 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daidre Bakke’s Registration & Firm History

MN

09/30/2016 - Present

GWN Securities Inc. (NEW LONDON MN)

MN

05/26/2006 - 09/27/2016

LEGEND EQUITIES CORPORATION (NEW LONDON MN)

MO

01/18/2000 - 11/26/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

Not sure if Daidre Jo Bakke is right for you?

Licenses & Designations

BOTH

Issued 03/17/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daidre Jo Bakke.
Not sure if Daidre Jo Bakke is right for you?