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Michael M
Series 63, Series 65
Indianapolis, IN
GWN Securities Inc.
Michael Mcgee is a financial advisor with GWN Securities Inc. in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been associated with GWN Securities since 2008 and is also involved with Midwest Deferred Compensation Specialists, LLC and Mcgee Financial Services, Inc. Outside of his advisory roles, Mcgee is a licensed insurance sales agent specializing in life insurance, annuities, health, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.
Owen A
Series 63, Series 65
Indianapolis, IN
GWN Securities Inc.
Owen Atkison is a financial advisor with GWN Securities Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at Midwest Deferred Compensation Specialists, Harvest Investment Services, and teaching positions at the University of Indianapolis and Franklin Community High School. He is also licensed as a life and health insurance agent, engaging in sales of insurance products and retirement plan enrollments. 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 that include traditional and active investment strategies.
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