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
20 years
Location
Safford, AZ 85546
GWN Securities Inc.
Enterprise
Tanya Bishop is a financial advisor at GWN Securities Inc. with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of her advisory role, she is involved with Elite Financial Services, LLC, where she provides tax preparation, financial education, and assistance with budgeting and debt management. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.
Based on GWN Securities Inc.
Based on GWN Securities Inc.
Flat financial planning or consulting fees available, negotiated case-by-case
$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 earned on legacy accounts with new deposits; insurance commissions earned by affiliated insurance agents; separate and in addition to advisory fees
Hourly fees for financial consulting/planning services; negotiated based on scope and complexity
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)
Safford, AZ
605 W. Main Street
Safford AZ 85546
Advisors at this office
1
Arizona
20 years of industry experience
GWN Securities, Inc.
2020 - Present • 6 years
Palm Beach Gardens, FL
Transamerica Financial Advisors, Inc
2012 - 2020 • 8 years
Tucson, AZ
World Financial Group
2006 - 2020 • 14 years
Tucson, AZ
Elite Financial Services, LLC
2006 - Present • 20 years
Safford, AZ
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Safford, AZ
United Advisor Group
Nathan Sorensen is a financial advisor with United Advisor Group and Insight Wealth Management, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at SCF Investment Advisors and Freeport-McMoRan, Inc. Outside of his advisory role, he is president of Sorensen Financial, a small CPA firm providing tax preparation, bookkeeping, and consulting services, and is also a licensed insurance agent selling fixed life insurance products. United Advisor Group offers investment management, financial planning, and family office services to individuals, small businesses, trusts, and charities. The firm employs a mix of discretionary portfolio management strategies, combining strategic and tactical asset allocation with fundamental and technical analysis tailored to clients’ risk tolerance, tax strategy, and time horizons.
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Daniel Morris is a financial advisor at ThePARTNERS Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, JP Morgan Chase Bank, and JP Morgan Securities. Outside of advisory work, Morris serves as the treasurer and finance committee chair on the board of directors for the United Way of Graham & Greenlee Counties. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines custom and model-based portfolio management with access to third-party managers and mandates use of the Amplify Platform for trading and back-office functions.
Series 65
Safford, AZ
The Partners Wealth Management
Derek Kartchner is a Series 65 licensed financial advisor with The Partners Wealth Management and has one year of industry experience. He has served as President and Managing Member of Gila Insurance Group LLC since 2016. The Partners Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers both customized portfolios and model-based management, utilizing internal models, third-party managers, and the Amplify Platform for client account management.
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Phillip Palmer is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SCF Investment Advisors, Health Net, and Global View Capital Advisors, among others. Palmer is involved in community activities, serving as treasurer for the Thatcher High School Booster Club. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes both customized and model-based portfolio management, combining internally developed models with third-party providers and requiring the use of the Amplify Platform for trading and back-office functions.
Series 65
Safford, AZ
United Advisor Group
Sydney Johnson is a financial advisor at United Advisor Group with four years of industry experience. He holds a Series 65 license and has previously worked at Insight Wealth Management, SCF Investment Advisors, Ash Creek Financial Advisors, and Sorensen Financial. In addition to his advisory role, he provides tax preparation and bookkeeping services and works as an independent insurance agent. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm employs a combination of strategic and tactical asset allocation alongside value investing, using proprietary models, third-party sub-advisors, or custom accounts tailored to client-specific risk tolerance, tax strategies, and time horizons.
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Bruce Bryce is a financial advisor at The Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors and several Global View Capital entities. Outside of his advisory role, Bryce is involved in tax preparation and consulting technology companies on market share strategies through his ownership of Ash Creek Tax LLC and other business ventures. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of internally developed and third-party models and mandates the use of the Amplify Platform for trading and back-office functions.
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