Trevor Michael Nelson
Investment adviser representative at Gwn Securities Inc.
14 yearsExperience
1 stateRegistered in
$4.8BFirm assets
22 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
14 years in the industry.
- Gwn Securities, Inc.Jul 2023 to now
- Northwest Iinsurance AgencyJul 2023 to now
- Coulter Mall, LLCSep 2015 to now
- Corecap Advisors, LLCJul 2021 to Jul 2023
- Corecap InvestmentsMar 2021 to Jul 2023
- Capital Choice Financial ServicesDec 2019 to Jul 2023
- Nelson Phipps, LLCSep 2017 to May 2021
- Philson, LLCApr 2012 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WY).
Gwn Securities Inc.
$4.8BAssets managed
37,793Clients
444Advisers
22 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
- 7206105
- Firm CRD
- 128929