David Glenn Settelmyer

CFP

Gwn Securities INC.

31 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Gwn Securities INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

487 advisors

Number of Clients

37,091 clients

Average Client Portfolio

$98K average

Assets Under Management

$3.7B

Fee Structure

Minimum Investment:$2K

Location

1821 Walden Office Square, #400, Schaumburg, IL, 60173

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2010

Settled

Customer Dispute

September 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David is an insurance agent selling life, health, long-term care, and annuity insurance since 2001, dedicating about 10-20% of his time to this activity. He also works full-time as a financial professional at Latitude Advisors, LLC since 2009.