John Dwyer
Advisor at Winnacle Wealth, LLC — Bismarck, ND
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
14 years
Location
Bismarck, ND
Winnacle Wealth, LLC
Team
John Dwyer is a financial advisor at Winnacle Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Regulus Advisors, LLC and Freedom Financial Coaching, LLC. Outside of his advisory role, Dwyer serves as a board member for the LESPA Lavi Charitable Ministry. Winnacle Wealth is a registered investment adviser serving individual and high-net-worth clients through discretionary investment management and comprehensive financial planning. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, and select individual securities, supported by fundamental and cyclical analysis.
Based on Winnacle Wealth, LLC
Comprehensive Financial Planning: $3,000 to $10,000 total for four-month planning period; deposit of $1,200 upfront, then $1,200/month for months 2 through 4
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.60% $5,000,001+: 0.35%
Hourly engagements invoiced upon completion; hourly rates not specifically stated, fees range described for financial planning between $3,000 and $10,000 total
Bismarck, ND
Bismarck ND
Advisors at this office
1
North Dakota · Texas
14 years of industry experience
Winnow Wealth, LLC
2025 - Present • 1 year
Waco, TX
Tencap Wealth Coaching
2024 - 2025 • 1 year
South Jordan, UT
Freedom Financial Coaching, LLC
2022 - 2024 • 2 years
Logan, UT
G.A. Repple & Company
2020 - 2021 • 1 year
Casselberry, FL
Regulus Advisors, LLC
2017 - 2020 • 3 years
Bismark, ND
Regal Investment Advisors, Llc
2017 - 2020 • 3 years
Kentwood, MI
Wealth Watch Advisors LLC
2016 - 2017 • 1 year
Rockledge, FL
Solid Rock Financial Group
2009 - Present • 17 years
Bismarck, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)