A complete list of active advisors currently associated with Wingo Asset Management, LLC
Warmer can help you find a great advisor at Wingo Asset Management, LLC or one who fits your needs even better.
Wingo Asset Management provides comprehensive financial planning, discretionary portfolio management, sub-advisory services, and retirement plan consulting to individual and institutional clients. The firm reports managing roughly $96 million in discretionary assets and offers tailored portfolio solutions that incorporate model portfolios and account monitoring. Investment decisions are grounded in fundamental, value-oriented analysis and strategically allocated model portfolios that may incorporate modern portfolio theory. The firm states an emphasis on absolute returns and may use tactical allocation shifts, unconventional asset classes, concentrated positions, and derivative or structured products as part of its implementation and when matching clients with sub‑advisers. A distinctive aspect of the firm is its affiliation with an insurance business: the firm’s principal is a licensed insurance agent and may recommend insurance products for which commissions are received, a conflict the brochure discloses and says the firm seeks to mitigate. The brochure also documents a recent pause and reinstatement of its adviser registration (withdrawal in December 2024 and reinstatement in August 2025) and describes a small advisor team that nonetheless provides both plan-level consulting and use of outside sub‑advisers.
To learn more about the advisors currently working at Wingo Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Shreveport, LA
| 20
| |
Shreveport, LA
| 7
|
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