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Debra Hopke

Advisor at GWN Securities Inc.

Updated today
GWN Securities Inc. logo

Firm

GWN Securities Inc.

Location

Mexico, MO 65265

Credentials

Series 63, Series 65

Industry experience

32 years

About

Debra Hopke is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 licenses and has 32 years of industry experience. She has worked at GWN Securities since 2010 and also maintains a CPA practice, Hopke & Associates, specializing in tax preparation and financial statement services. Additionally, she serves as treasurer for the Laddonia-Farber Special Road District and is a brand partner for a health-phototherapy company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Client services

Based on GWN Securities Inc.

Financial planning Portfolio management Selection of other advisers Market timing

Expertise

Based on GWN Securities Inc.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Cash flow / budgeting

Occupation focus

Based on GWN Securities Inc.

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning services, negotiable

Percentage

$0 - $250,000: 1.50% annually (GWN Managed Account Program, blended tiered rate on first $250k) $250,000 - $500,000: 1.25% annually (GWN Managed Account Program) $500,000 - $1,000,000: 1.00% annually (GWN Managed Account Program) $1,000,000 - > $1,000,000: 0.50% annually (GWN Managed Account Program on amounts over $1M) $0 - $249,999.99: 1.30% annually (Money by Design Platinum Program Tier I) $250,000 - $749,999.99: 1.05% annually (Money by Design Platinum Program Tier I) $750,000 - > $750,000: 0.80% annually (Money by Design Platinum Program Tier I) $0 - $249,999.99: 1.40% annually (Money by Design Platinum Program Tier II) $250,000 - $749,999.99: 1.20% annually (Money by Design Platinum Program Tier II) $750,000 - > $750,000: 0.95% annually (Money by Design Platinum Program Tier II) $0 - $250,000: 2.00% annually (GWN Total Access Program, blended tiered) $250,000 - $1,000,000: 1.30% annually (GWN Total Access Program) $1,000,000 - $3,000,000: 1.00% annually (GWN Total Access Program) $3,000,000 - $5,000,000: 0.90% annually (GWN Total Access Program) $5,000,000 - $10,000,000: 0.75% annually (GWN Total Access Program) $10,000,000 - > $10,000,000: 0.60% annually (GWN Total Access Program)

Commissions

Commissions earned on legacy accounts with new deposits, and on sale of insurance and variable annuity products

Project-based

Hourly rates for financial consulting/planning, negotiable

Other

Account minimum: $2,000 for qualified accounts, $10,000 for non-qualified accounts (minimums may be waived or negotiated) Minimum fee: Platform fees minimums range from $25 to $65 annually depending on program Fee-only: Financial planning and consulting services offered on hourly or fixed fee basis, negotiated per engagement

Location

1231 West Monroe St.

Mexico, MO 65265

Most active in

Missouri

Work history

Boresha International

2011 - Present (15 years)

GWN Securities Inc.

2010 - Present (16 years)

Franklin Life Ins Co.

1994 - Present (32 years)

Jensen & Hopke, Llc

1994 - Present (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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