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JD

John Dwyer

WINNOW WEALTH
Bismarck, ND
Some features on this profile are disabled
CRD#: 4952298
JD

Professional summary

John Dwyer, who also goes by John William Dwyer, is a registered financial advisor currently at WINNOW WEALTH, LLC located in Bismarck, North Dakota.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John William Dwyer

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 Dwyer's CRS (Customer Relationship Summary).
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

December 22, 2025 - Present

WINNOW WEALTH, LLC

RIA
CRD#: 317181
Bismarck, ND
Past

April 24, 2024 - September 16, 2025

TENCAP WEALTH COACHING

RIA
CRD#: 166130
BISMARK, ND
Past

December 2, 2022 - January 8, 2024

FREEDOM FINANCIAL COACHING, LLC

RIA
CRD#: 299696
SMITHFIELD, UT
Past

April 2, 2020 - September 16, 2021

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
BISMARCK, ND
Past

April 1, 2020 - July 14, 2021

G. A. REPPLE & COMPANY

BD
CRD#: 17486
BISMARCK, ND
Past

December 11, 2017 - March 31, 2020

REGULUS FINANCIAL GROUP, LLC

BD
CRD#: 150631
Bismarck, ND
Past

April 26, 2017 - March 31, 2020

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
Bismarck, ND
Past

April 18, 2016 - April 27, 2017

WEALTH WATCH ADVISORS, INC

RIA
CRD#: 172002
Bismarck, ND
Past

April 1, 2014 - December 31, 2015

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Bismarck, ND
Past

May 22, 2008 - June 2, 2009

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
BISMARCK, ND
Past

September 14, 2005 - April 22, 2008

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
MINNEAPOLIS, MN

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".
WW
WINNOW WEALTH, LLC
WINNOW WEALTH, LLC

CRD#: 317181 / SEC#: 801-130201

RIA
Registered Investment Advisory firm - (5/8/2024 Approved)
Texas
Registered Investment Advisory firm - (5/14/2024 Terminated)

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
North Dakota
(1/15/2026)
IAR
Texas
(12/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/7/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/11/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WW
WINNOW WEALTH, LLC
WINNOW WEALTH, LLC

CRD#: 317181 / SEC#: 801-130201

RIA
Registered Investment Advisory firm - (5/8/2024 Approved)
Texas
Registered Investment Advisory firm - (5/14/2024 Terminated)
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Contact information

Main Address
200 W. Hwy 6 Suite 330, Waco, TX 76712
Mailing Address
Phone number
(254) 776-8400
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WINNOW WEALTH DISCLOSURE BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts370
AUM (Assets Under Management)$ 123,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

WINNOW WEALTH, LLC

CRD#: 317181Bismarck, ND

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