Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schwendtner is an investment advisor representative with GWN Securities Inc.. David has been in the securities industry since 2012 and has been registered with GWN Securities Inc. since 2019. Prior to joining GWN Securities Inc., David was registered with Ameritas Investment Corp. and CCF Investments, Inc.. David holds Series 6, 63, and 65 licenses. David's office is located in Centennial, Colorado. David is an independent insurance agent and also manages his own business, AspenMark Wealth Management. David also works with clients through the Dave Ramsey SmartVestor Pro program and provides part-time medical care for his son. David is a registered investment advisor representative in Arizona, California, Colorado, Illinois, Iowa, Michigan, North Carolina, North Dakota, Texas, Washington, and Wisconsin.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
CO
08/02/2019 - Present
GWN Securities Inc. (CENTENNIAL CO)
CO
06/21/2017 - 08/05/2019
AMERITAS INVESTMENT CORP. (Centennial CO)
CO
04/29/2015 - 06/21/2017
CCF INVESTMENTS, INC. (Centennial CO)
CO
05/01/2012 - 04/14/2015
PFS INVESTMENTS INC. (WESTMINSTER CO)
IA
Issued 01/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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