Owen David Atkison
Investment adviser representative at Gwn Securities Inc.
8 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
8 years in the industry.
- Gwn Securities, IncApr 2023 to now
- Midwest Deferred Compensation Specialists, LLCMar 2023 to Apr 2023
- Harvest Investment ServicesFeb 2022 to Feb 2023
- University of IndianapolisAug 2019 to Feb 2022
- Franklin Community High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7707645
- Firm CRD
- 128929