John A. Wingo

WINGO ASSET MANAGEMENT

SHREVEPORT, LA 71115

CRD#: 1071166

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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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

Current

August 29, 2025 - Present

WINGO ASSET MANAGEMENT, LLC

Office #1: 611 Absinthe Court, Ste. E, Shreveport, LA 71115

RIA

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

Arkansas
(1/15/2026)

IAR

Louisiana
(8/29/2025)

IAR

Texas
(2/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/31/2019

Uniform Investment Adviser Law Examination

Current Firm

WINGO ASSET MANAGEMENT, LLC

WINGO ASSET MANAGEMENT, LLC | WINGO-GEORGE WEALTH MANAGEMENT, LLC | WINGO-GEORGE ASSET MANAGEMENT, LLC

CRD#: 306099 / SEC#:

Arkansas

Registered Investment Advisory firm - (1/15/2026 Approved)

Louisiana

Registered Investment Advisory firm - (8/29/2025 Approved)

Texas

Registered Investment Advisory firm - (2/3/2026 Approved)

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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

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John A. Wingo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Allen Wingo's CRS (Customer Relationship Summary).

Certified licenses

Experience

WINGO ASSET MANAGEMENT, LLC

RFG ADVISORY, LLC

WINGO ASSET MANAGEMENT, LLC

OPTIVISE ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2019

Current Firm

WINGO ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

WINGO ASSET MANAGEMENT, LLC

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