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John Dwyer

Advisor at WNNW Wealth

Updated today
WNNW Wealth logo

Firm

WNNW Wealth

Location

Bismarck, ND

Credentials

Series 63, Series 65

Industry experience

13 years

About

John Dwyer is a financial advisor with Winnow Wealth, LLC in Bismarck, ND, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Tencap Wealth Coaching, Freedom Financial Coaching, and G.A. Repple & Company. He serves as a board member for LESPA LAVI Charitable Ministry. Winnow Wealth is a five-advisor team managing approximately $123 million for around 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, utilizing fundamental and cyclical analysis with a primarily long-term investment approach.

Client services

Based on WNNW Wealth

Financial planning Portfolio management

Expertise

Based on WNNW Wealth

Active portfolio management Options & derivatives strategies

Fee options

Fixed

Comprehensive Financial Planning $3,000 to $10,000 total, with $1,200 upfront deposit and monthly installments of $1,200 for months 2-4

Percentage

$0+: 0.10% annually +: up to 1.30% annually

Location

Bismarck, ND

Most active in

North Dakota · Texas

Work history

Winnow Wealth, LLC

2025 - Present (1 year)

Tencap Wealth Coaching

2024 - 2025 (1 year)

Freedom Financial Coaching, LLC

2022 - 2024 (2 years)

G.A. Repple & Company

2020 - 2021 (1 year)

Regulus Advisors, LLC

2017 - 2020 (3 years)

Regal Investment Advisors, Llc

2017 - 2020 (3 years)

Wealth Watch Advisors LLC

2016 - 2017 (1 year)

Solid Rock Financial Group

2009 - Present (17 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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