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Ralph W

Series 63, Series 65

Bridgeton, NJ

GWN Securities Inc.

Ralph Wendell is a financial advisor with GWN Securities Inc. in Bridgeton, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with GWN Securities since 2004 and also owns Wendell Financial Services and Ralph S. Wendell Insurance, where he has been involved in life insurance, disability insurance, and annuity sales since 1982. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual 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 accounts and offers a range of managed-account programs, including both traditional asset-allocation and legacy market-timing strategies.

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