Advisors at this firm
William M
Series 66
Shreveport, LA
Wingo Asset Management, LLC
William Mccollum is a financial advisor at Wingo Asset Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wealthcare Advisory Partners LLC and Eagle Financial Management Services, over the past two decades. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm uses model-based strategies grounded in fundamental, value-oriented analysis and routinely manages third-party sub-advisers to align with client objectives.
John W
Series 65
Shreveport, LA
Wingo Asset Management, LLC
John Wingo is a financial advisor at Wingo Asset Management, LLC with six years of industry experience and holds a Series 65 credential. He previously worked at RFG Advisory, LLC and is the managing partner of Wingo Wealth, LLC. Outside of his advisory role, he is involved as a managing partner in multiple non-investment businesses, including a self-storage complex and a document storage company. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm employs fundamental, value-oriented analysis and model portfolios, including tactical allocation and unconventional asset classes, and manages third-party sub-advisers to align with client objectives.
