JW
John A. Wingo
WINGO ASSET MANAGEMENT
Shreveport, LA 71115
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CRD#: 1071166
JW
Professional summary
John Allen Wingo is a registered financial advisor currently at WINGO ASSET MANAGEMENT, LLC located in Shreveport, Louisiana.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
- Managing Partner of Wingo Wealth, LLC; investment related, 611 Absnithe Court Shreveport LA 71115, Mr. Wingo markets various insurance products through Wingo Wealth, apx 25 hours a month both during and after market hours - Managing Partner of PRM Partners, LLC DBA University Self Storage non investment related, 209 Lucille Ave. Lafayette, LA 70501, Mr. Wingo is a part owner in a self storage complex, apx 5 hours a month after market hours. - Managing Partner of Professional Records Management, LLC DBA Exec-U-Store non investment related, 209 Lucille Ave Lafayette, LA 70501, Mr. Wingo is a part owner in a document storage business apx 5 hours a month after market hours. - Managing Partner of River South Commons, LLC non investment related, 319South Drive Natchitoches, LA 71457, Mr. Wingo is a art owner of a shopping center, ax 5 hours a month after market hours. - Partner of Broussard Commercial Storage; non investment related; 2835 SW Evangeline Thrueway, Lafayette, LA 70508; Mr. Wingo is voting decision partner for a self storage complex; no time spent on this activity. - Lafayette Self Storage, LLC ; non-investment related; 319 South Drive, Natchitoches, LA 71457; Mr. Wingo is a partner; No time spent on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Allen Wingo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 29, 2025 - Present
WINGO ASSET MANAGEMENT, LLC
Office #1: 611 Absinthe Court, Ste. E, Shreveport, LA 71115RIA
CRD#: 306099
Shreveport, LA
Past
November 14, 2024 - August 5, 2025
RFG ADVISORY, LLC
RIA
CRD#: 158401
Shreveport, LA
Past
January 22, 2020 - December 31, 2024
WINGO ASSET MANAGEMENT, LLC
RIA
CRD#: 306099
SHREVEPORT, LA
Past
September 10, 2019 - May 15, 2020
OPTIVISE ADVISORY SERVICES LLC
RIA
CRD#: 301764
Shreveport, LA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(8/29/2025)
Current Firm
WA
WINGO ASSET MANAGEMENT, LLC
WINGO ASSET MANAGEMENT, LLC | WINGO-GEORGE WEALTH MANAGEMENT, LLC | WINGO-GEORGE ASSET MANAGEMENT, LLC
CRD#: 306099 / SEC#:
Louisiana
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Contact information
Main Address
611 Absinthe Court, Ste. E, Shreveport, LA 71115
Mailing Address
Phone number
(318) 629-8800
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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Company Information
WINGO ASSET MANAGEMENT, LLC
CRD#: 306099Shreveport, LA 71115TRUST BUT VERIFY
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