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Trevor N

Series 63, Series 65

Powell, WY

GWN Securities Inc.

Trevor Nelson is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 credentials and five years of industry experience. He has held positions at several firms including CoreCap Advisors, Capital Choice Financial Services, and Nelson Phipps, LLC. Outside of his advisory role, he is a deacon and coordinates the Dave Ramsey Financial Peace University class at New Life Church, which is offered to both members and non-members at no charge. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies asset allocation and Modern Portfolio Theory, with an emphasis on market-timing and momentum-based strategies within certain legacy programs.

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