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Blair M. Wilding
GWN SECURITIES
Layton, UT 84041
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CRD#: 4881822
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Professional summary
Blair Michael Wilding is a registered financial advisor currently at GWN SECURITIES INC. located in Layton, Utah.
Blair is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Blair has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
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.
MISC LIFE, HEALTH AND ANNUITIES-LIST ON FILE, TIME 5% INCOME 5% STONE HILL NATIONAL POSITION: REP NATURE: STONE HILL IS A GENERAL AGENT FOR HEALTH AND LIFE AND ANNUITIES, AND GENERAL AGENT. INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 03/05/2010 ADDRESS: 257 E 200 S #100, SALT LAKE CITY UT 84111 DESCRIPTION: ,I WRITE A SMALL AMOUT OF HEALTH INSURANCE THROUGHT STONE HILL, THEY ACT AS A GENERAL AGENT. BLAIR WILDING FINANCIAL SERVICES, LLC POSITION: OWNER/PARTNER NATURE: THIS BUSINESS/ENTITY WAS CREATED FOR TAX PURPOSE ONLY. ALL OF MY COMMISSIONS ARE PASSED THROUGH THE LLC TO TRACK FOR TAXES. INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 12/15/2010 ADDRESS: 1851 N 75 E, LAYTON UT 84041 DESCRIPTION: I TRANSFER COMMISSION CHECKS FROM MY PERSONAL ACCOUNT TO THE LLC'S BUSINESS ACCOUNT FOR TRACKING PURPOSES FOR TAXES. JEREMY J HANSEN INSURANCE SERVICES POSITION: REFERRAL AGENT NATURE: HEALTH INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2011 ADDRESS: 225 N ADAMSWOOD RD., LAYTON UT 84040 DESCRIPTION: JEREMY IS A GROUP HEALTH INSURANCE REP, AND I REFER HIM TO BUSINESSES THAT NEED GROUP INSURANCE I HAVE CONTACTS WITH. BLACKRIDGE WEALTH MANAGEMENT POSITION: Partner NATURE: BlackRidge Wealth Managment is the DBA that I use for my retirement planning business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 10/19/2015 ADDRESS: 952 S Main St, STE B1, Layton UT 84041 DESCRIPTION: Offering Retirement planning,annuities, and insurance to my clients GUIDED INVESTMENT SOLUTIONS, LLC POSITION: Owner/partner NATURE: Guided investment Solution, LLC was created to purchase my office building and perform payroll, no income is derived from this activity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/23/2015 ADDRESS: 952 S Main St, STE B1, Layton UT 84041 DESCRIPTION: Pay property taxes, and report payroll. LENZ FINANCIAL GROUP POSITION: producer NATURE: Lenz Financial Group is marketing group that helps with Life Insurance and fixed annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2017 ADDRESS: 5550 SW Macadam Ave, Suite 120, Portland OR 97239, United States DESCRIPTION: Selling appropriate and sutiable insurance products and annuities ISLAND PARK ADVENTURE RETREATS, LLC Is Not Investment Related, Rental Property, Registered Agent/partner, 2023-07-27, 3 hours per month, 0 hours per month during trading hours, Other Compensation, Rental property that I am a partner in with family. I will receive some rental income if the property can cover all the costs. So far I have not received any income. I spend 3-5 hours a month on this business.
CRS (Client Relationship Summary) - RIA
Click below to view Blair Michael Wilding's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Blair Michael Wilding'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
November 16, 2012 - Present
GWN SECURITIES INC.
Office #1: 952 South Main St., Ste. B1, Layton, UT 84041RIA
BD
CRD#: 128929
Layton, UT
Current
November 16, 2012 - Present
GWN SECURITIES INC.
Office #1: 952 South Main St., Ste. B1, Layton, UT 84041RIA
BD
CRD#: 128929
Layton, UT
Past
March 8, 2010 - November 16, 2012
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
LAYTON, UT
Past
March 5, 2010 - November 16, 2012
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
LAYTON, UT
Past
February 23, 2005 - March 16, 2010
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
LAYTON, UT
Past
February 2, 2005 - March 16, 2010
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
LAYTON, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/3/2021)
RR
Idaho(8/3/2021)
RR
Kentucky(9/4/2024)
RR
Utah(11/16/2012)
IAR
Utah(11/16/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2700
Established
Florida since 05/12/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
744
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WORLD INVESTMENT NETWORK | OWNER | |
| BORNHEIMER, LAURA JEANETTE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP | 1769643 |
| CORBIN, BRAD JEFFREY | SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING | 1754065 |
| RITTMAN, BARRY RICHARD | CFO FINOP VP | 1997994 |
| WALSH, DENIS STEPHEN | CEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT | 1124278 |
| WALSH, MARY THERESE | SECRETARY | 2829444 |
Regulatory assets under management
| Total Number of Accounts | 64,207 |
| AUM (Assets Under Management) | $ 3,650,274,405 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GWN SECURITIES INC.
CRD#: 128929Layton, UT 84041TRUST BUT VERIFY
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