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Brooke W
Series 63
Pottsboro, TX
GWN Securities Inc.
Brooke Wentner is a financial advisor with GWN Securities Inc., holding a Series 63 license and bringing 46 years of industry experience. She has worked at GWN Securities since 2010 and with Teachers Retirement Services since 2000. Outside of her advisory role, she is also licensed as an insurance agent, specializing in fixed and indexed annuities, long-term care, and life insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a mix of sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, with a historic emphasis on market-timing and momentum-based strategies.
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