Owasso, OK Office

Team
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GWN Securities Inc. logo

GWN Securities Inc.

Enterprise

Firm-wide stats for GWN Securities Inc.

Total advisors

447

Across 214 offices

Clients per advisor

84 High

Avg AUM per client

$125,430 Very Low

HNW client ratio

6% Low

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

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

Based on GWN Securities Inc.

Occupation focus

Founder/Business Owner

Based on GWN Securities Inc.

Location

14501 E. 89th St. N.

Owasso OK 74055

Advisors at this office

6

Advisors at this office

user avatar

Brock R

Series 66

Owasso, OK

GWN Securities Inc.

Brock Rowlett is a financial advisor with GWN Securities Inc. based in Owasso, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, he serves as a trustee on the board of the Owasso Varsity Cheer Booster Club, a nonprofit organization supporting the local high school cheer program. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to various managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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

Michael W

Series 63, Series 65

Owasso, OK

GWN Securities Inc.

Michael White is a financial advisor with GWN Securities Inc. in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with GWN Securities since 2013 and also operates Michael K White, Inc., a corporation involved in insurance and annuities sales where he serves as president. Additionally, he is a partner at Integrated Financial Concepts, Inc., which shares commissions and expenses among partners. 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 supports a large network of advisors and provides a range of managed-account programs, including legacy market-timing and momentum-based strategies.

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

Garrett S

Series 66

Owasso, OK

GWN Securities Inc.

Garrett Stephenson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2014. Outside of his advisory role, he is involved in writing life insurance policies as an agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs on the Fidelity-supported FMAX platform.

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

Jacob W

Series 66

Owasso, OK

GWN Securities Inc.

Jacob White is a Series 66-registered advisor with four years of industry experience, currently with GWN Securities Inc. He previously worked at Michael White Inc and Jenkins & Kemper, CPA's. Outside his advisory role, he owns a tax preparation business, FOCUS FINANCIAL TAX. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and tactical momentum-based strategies.

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

Luke D

CFP®, Series 66

Owasso, OK

GWN Securities Inc.

Luke Dalton is a CFP®-certified financial advisor with GWN Securities Inc., where he has worked since 2018. He has seven years of industry experience and previously held positions at Cerner, Justus-Tiawah Schools, and Papa John's. Dalton serves on the board of Hope Harbor, a non-profit children's home, and has been involved with the Kibo Group nonprofit as a board of trustees member. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and employs both traditional asset allocation methods and tactical strategies, such as momentum-based approaches.

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

Stephen W

Series 63, Series 65

Owasso, OK

GWN Securities Inc.

Stephen White is a financial advisor with GWN Securities Inc. in Owasso, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with GWN Securities since 2013. Outside of advising, he is involved in several business ventures including ownership of a deer farm and hunting property, consulting for a sports video company, and investing in technology and real estate projects with family. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and is notable for its legacy use of market-timing and momentum-based investment strategies.

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