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Andrew B

Series 66

Bardstown, KY

GWN Securities Inc.

Andrew Baird is a Series 66-credentialed financial advisor with nine years of industry experience, currently with GWN Securities Inc. since 2017. He also serves as president of Baird Appraisals Inc., a real estate appraisal business specializing in residential and some agricultural properties. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a blend of discretionary portfolio management and model-based allocations, including legacy tactical strategies such as market-timing and momentum approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Codey O

Series 66

Bardstown, KY

GWN Securities Inc.

Codey O'daniel is a financial advisor at GWN Securities Inc. with Series 66 credentials and one year of industry experience. Prior to his current role, he worked in manufacturing at Accurite Machine and Manufacturing and AV Gauge and Fixtures. Outside of advising, he co-owns an Airbnb camper rental property with his wife. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional asset-allocation and legacy market-timing and momentum strategies.

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