JW
JW

John Wingo

6 Years of Experience
Shreveport, LA
1 DisclosureSells Insurance

John Wingo is a registered investment advisor at Wingo Asset Management, LLC, based in Shreveport, LA, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M2.00%
$10M+2.00%

Fees are negotiable, but will not exceed 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

611 Absinthe Court, Ste. E, Shreveport, LA, 71115

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
August 2025
Other Business ActivitiesSells Insurance

John is a managing partner of Wingo Wealth, LLC, marketing various insurance products, dedicating about 10-20% of his time. He is also a partner in several self-storage and commercial real estate ventures, requiring minimal time commitment.

Employment History
Current Registrations
Wingo Asset Management, LLC
August 2025 - Present · 8 mos
Previous Registrations
Rfg Advisory, LLC
November 2024 - August 2025 · 9 mos
Wingo Asset Management, LLC
January 2020 - December 2024 · 4 yrs 11 mos
Optivise Advisory Services LLC
September 2019 - May 2020 · 8 mos
State Registrations3 states
ARLATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.