Advisor at GWN Securities Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Powell, WY 82435
Credentials
Series 63, Series 65
Industry experience
5 years
Trevor Nelson is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at CoreCap Advisors, Capital Choice Financial Services, and Nelson Phipps, LLC. Outside of advisory work, he serves as a deacon and coordinates the Dave Ramsey Financial Peace University class at New Life Church, where he also participates on the benevolence committee. GWN Securities provides advisory and brokerage services to individuals, corporate clients, and retirement-plan participants through a network of approximately 446 advisors. The firm offers discretionary portfolio management and access to various managed-account programs, typically implementing client strategies via model portfolios and third-party sub-advisers.
Based on GWN Securities Inc.
Based on GWN Securities Inc.
Flat financial planning or consulting fees available, negotiated case-by-case
$0 - $250,000: 1.50% (GWN Managed Account Program, blended tier example) $250,000 - $500,000: 1.25% (GWN Managed Account Program, blended tier example) $500,000 - $1,000,000: 1.00% (GWN Managed Account Program, blended tier example) $1,000,000 - > $1,000,000: 0.50% (GWN Managed Account Program, blended tier example) $0 - $250,000: 2.00% (max for Total Access Program, with blended tiers below) $0 - $250,000: 2.00% (GWN Total Access Program maximum annual fee tier) $250,000 - $1,000,000: varies by tier descending to 0.60% for assets over $10M in Total Access Program $0 - $249,999.99: 1.30% (Tier I Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.05% (Tier I Money by Design Platinum Advisory Program) $750,000+: 0.80% (Tier I Money by Design Platinum Advisory Program) $0 - $249,999.99: 1.40% (Tier II Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.20% (Tier II Money by Design Platinum Advisory Program) $750,000+: 0.95% (Tier II Money by Design Platinum Advisory Program)
Commissions earned on legacy accounts with new deposits; insurance commissions earned by affiliated insurance agents; separate and in addition to advisory fees
Hourly fees for financial consulting/planning services; negotiated based on scope and complexity
Account minimum: $2,000 minimum for qualified accounts; $10,000 minimum for non-qualified accounts; some programs have higher minimums (e.g., $25,000 for Platinum Program) Minimum fee: Platform Fee minimum annual fees range from $25 to $65 depending on program; Money by Design Platinum Program has a flat $600 annual fee for grandfathered accounts Fee-only: Financial consulting and financial planning services offered at hourly rates or fixed fees (negotiable, details in agreements)
443 W Coulter Ave, Ste 1
Powell, WY 82435
Wyoming
GWN SECURITIES, Inc.
2023 - Present (3 years)
Northwest Insurance Agency
2023 - Present (3 years)
CoreCap Advisors, LLC
2021 - 2023 (2 years)
Corecap Investments
2021 - 2023 (2 years)
Capital Choice Financial Services
2019 - 2023 (4 years)
Nelson Phipps, LLC
2017 - 2021 (4 years)
Coulter Mall, LLC
2015 - Present (11 years)
Philson, LLC
2012 - 2019 (7 years)
Lights N Such of WY, LLC
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Powell, WY
Ascentis Asset Management, LLC
David Leighton is a financial advisor at Ascentis Asset Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at Arimathea, Golden State Asset Management, Golden State Equity Partners, LLC, Ameriprise Financial Services, Inc., and Unisys. Outside of Ascentis, he serves as Vice President of Diocesan Relations at Arimathea, providing advice to institutions and individuals using planned models. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, UMA programs, and third-party platforms. The firm focuses on constructing model portfolios and licensing investment methodologies rather than directly managing retail accounts.
Series 66
Carlsbad, CA
Golden State Wealth Management, LLC
Conrad Travassos is a financial advisor with Golden State Wealth Management, LLC holding a Series 66 designation. He has been in the industry since 2024 and has experience working with LPL Financial and PEEK Wealth. Outside of advising, he has experience in the food service industry and has supported administrative functions at Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance.
Series 63, Series 66
Powell, WY
Golden State Wealth Management, LLC
James Goetz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Golden State Wealth Management since 2016 and also maintains an affiliation with LPL Financial. Outside of his advisory role, Goetz is involved with Chapel of the Lakes Mortuary as on-call mortuary staff and is co-owner of Antoinette's School of Dance. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities through discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance, operating a multi-branch structure with several affiliated registered advisers.
Series 63, Series 65
Powell, WY
Golden State Wealth Management, LLC
John Nahas is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with firms including Golden State Asset Management, Golden State Equity Partners, and LPL Financial. Outside of his advisory role, he serves as co-trustee of the John and Jennifer Nahas Trust. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, sub-advisory relationships, and a Private Direct Investments program.
Series 66
Powell, WY
Golden State Wealth Management, LLC
Patrick Jeffs Catone is a financial advisor with Redwood Investment Group, Inc. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Golden State Asset Management, LLC, Golden State Equity Partners, LLC, and LPL Financial LLC. Redwood Investment Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit sharing plans, and business clients. The firm employs a range of investment strategies and analytical methods, serving clients with portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for accredited investors.
Series 66
Powell, WY
Golden State Wealth Management, LLC
Scott Smith is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with Golden State Wealth Management since 2018 and has prior experience at LPL Financial, LLC and Independent Financial Partners. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
