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Debra Hopke

Advisor at GWN Securities Inc.

Updated today

Location

Mexico, MO 65265

Credentials

Series 63, Series 65

Industry experience

32 years

About

Debra Hopke is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 licenses and has 32 years of industry experience. She has worked at GWN Securities since 2010 and also maintains a CPA practice, Hopke & Associates, specializing in tax preparation and financial statement services. Additionally, she serves as treasurer for the Laddonia-Farber Special Road District and is a brand partner for a health-phototherapy company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Client services

Based on GWN Securities Inc.

Financial planning Portfolio management Selection of other advisers Market timing

Expertise

Based on GWN Securities Inc.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies

Occupation focus

Based on GWN Securities Inc.

Founder/Business Owner

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Fee options

Fixed

Flat financial planning or consulting fees available, negotiated case-by-case

Percentage

$0 - $250,000: 1.50% (GWN Managed Account Program, blended tier example) $250,000 - $500,000: 1.25% (GWN Managed Account Program, blended tier example) $500,000 - $1,000,000: 1.00% (GWN Managed Account Program, blended tier example) $1,000,000 - > $1,000,000: 0.50% (GWN Managed Account Program, blended tier example) $0 - $250,000: 2.00% (max for Total Access Program, with blended tiers below) $0 - $250,000: 2.00% (GWN Total Access Program maximum annual fee tier) $250,000 - $1,000,000: varies by tier descending to 0.60% for assets over $10M in Total Access Program $0 - $249,999.99: 1.30% (Tier I Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.05% (Tier I Money by Design Platinum Advisory Program) $750,000+: 0.80% (Tier I Money by Design Platinum Advisory Program) $0 - $249,999.99: 1.40% (Tier II Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.20% (Tier II Money by Design Platinum Advisory Program) $750,000+: 0.95% (Tier II Money by Design Platinum Advisory Program)

Commissions

Commissions earned on legacy accounts with new deposits; insurance commissions earned by affiliated insurance agents; separate and in addition to advisory fees

Project-based

Hourly fees for financial consulting/planning services; negotiated based on scope and complexity

Other

Account minimum: $2,000 minimum for qualified accounts; $10,000 minimum for non-qualified accounts; some programs have higher minimums (e.g., $25,000 for Platinum Program) Minimum fee: Platform Fee minimum annual fees range from $25 to $65 depending on program; Money by Design Platinum Program has a flat $600 annual fee for grandfathered accounts Fee-only: Financial consulting and financial planning services offered at hourly rates or fixed fees (negotiable, details in agreements)

Location

1231 West Monroe St.

Mexico, MO 65265

Most active in

Missouri

Work history

Boresha International

2011 - Present (15 years)

GWN Securities Inc.

2010 - Present (16 years)

Franklin Life Ins Co.

1994 - Present (32 years)

Jensen & Hopke, Llc

1994 - Present (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew B

Series 65

Mexico, MO

Baker Capital Management

Andrew Baker is the sole advisor at Baker Capital Management in Mexico, Missouri, holding a Series 65 designation with seven years of industry experience. He has operated under the Baker Capital Management name since 1991. Baker Capital Management provides portfolio management services for individuals, trusts, estates, and charitable organizations, managing approximately 45 client relationships with $13.4 million in assets. The firm emphasizes fundamental analysis for security selection, focusing on long-term equity holdings and bond portfolios structured to generate stable income, with asset allocations tailored to individual client needs.

Wealth management
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Scott A

Series 63, Series 65

Centralia, MO

Angell Capital Management, LLC

Scott Angell is a financial advisor with Angell Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Angell Capital Management since 2000 and was previously with 1522 Long Term Care Advisors, LLC from 2018 to 2024. Angell Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process emphasizes asset allocation through traditional methods, quantitative techniques, and behavioral finance, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

General retirement planning Cash flow / budgeting
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Gara C

Series 66

Mexico, MO

Edward Jones

Gara Cornelison Analla is a financial advisor with Edward Jones in Mexico, Missouri. She holds a Series 66 designation and has 13 years of industry experience, having worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of over 23,700 financial advisors. The firm provides both discretionary and non-discretionary advisory services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Todd G

Series 63, Series 66

Mexico, MO

Edward Jones

Todd Geeson is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert G

Series 63

Centralia, MO

Edward Jones

Robert George is a financial advisor with Edward Jones in Centralia, MO, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kevin D

Series 66

Mexico, MO

Edward Jones

Kevin Duncan is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of Missouri, LPL Financial, Cambridge Investment Research Advisors, Martinsburg Bank and Trust, and Vsr Financial Services. Outside of finance, Duncan is a professional bowler and serves as the head bowling coach at Central Methodist University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired Founder/Business Owner Executive
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