Euclid, OH Office
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GWN Securities Inc.
Enterprise
Firm-wide stats for GWN Securities Inc.
About
GWN Securities provides investment advisory and related services to individual clients (including high‑net‑worth investors) and corporate/business clients through a range of managed account programs, financial planning, and selection/introduction to third‑party managers. Its service menu is organized into multiple branded programs (e.g., Managed Account, Premier, Total Access, FMAX) that deliver discretionary portfolio management, model portfolios, and financial planning consults.
The firm implements portfolios using a mix of affiliated and unaffiliated sub‑advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, while permitting Representatives to select or replace sub‑advisers for client accounts. Certain programs described in the brochure rely on technology platforms (notably the Fidelity‑sponsored FMAX) and the firm discloses use of AI transcription for meeting records and operational purposes.
What distinguishes GWN from many peers is its historic and continued use of market‑timing and momentum‑based strategies in legacy programs (for example, the DRM Direct, CyAM, StAR and MOM programs), a strategy the brochure treats as a trading/tactical approach rather than buy‑and‑hold. The brochure also notes the firm does not list charitable organizations or pension/profit‑sharing plans among its client types and describes integrated broker‑dealer and affiliated insurance/adviser relationships that can affect product availability and compensation.
Based on GWN Securities Inc.
Expertise
Based on GWN Securities Inc.
Location
26250 Euclid Avenue #619
Euclid OH 44132
Advisors at this office
2
Advisors at this office
Norman M
Series 63
Euclid, OH
GWN Securities Inc.
Norman Merhaut is a financial advisor with GWN Securities Inc. who holds a Series 63 designation and has 44 years of industry experience. He has worked at Planmember Securities Corporation since 2007 and has been president of NJM Inc., a company focused on marketing fixed annuities, since 1987. He also maintains a long-term association with Northern Life Insurance Company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals 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 client accounts, offering a range of investment programs including traditional asset allocation and legacy market-timing strategies.
Gregory M
Series 63
Euclid, OH
GWN Securities Inc.
Gregory Mayernik is a financial advisor with GWN Securities Inc., holding a Series 63 license and 43 years of industry experience. He has been with GWN Securities since 2007 and maintains longstanding roles with Midwest Annuity and Investment Company, G.G. Mayernik, Inc., and Northern Life Insurance Company. Outside of his advisory work, he is involved with G.G. Mayernik, Inc., an insurance agency operating as a state-registered advisor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.
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