John Dwyer
Investment adviser representative at Winnacle Wealth, LLC
17 yearsExperience
2 statesRegistered in
$145MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Winnacle Wealth, LLCDec 2025 to now
- Winnow Wealth, LLCNov 2025 to now
- Solid Rock Financial GroupJun 2009 to now
- Tencap Wealth CoachingApr 2024 to Sep 2025
- Freedom Financial Coaching, LLCDec 2022 to Jan 2024
- G.A. Repple & CompanyApr 2020 to Jul 2021
- Regulus Advisors, LLCDec 2017 to Mar 2020
- Regal Investment Advisors, LLCApr 2017 to Mar 2020
- Wealth Watch Advisors LLCApr 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (ND, TX).
Winnacle Wealth, LLC
$145MAssets managed
385Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4952298
- Firm CRD
- 317181