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Trevor Michael Nelson

GWN SECURITIES
POWELL, WY
·CRD# 7206105·5 years experience

Professional Summary

Trevor Michael Nelson is a registered financial advisor currently at GWN SECURITIES INC. located in Powell, Wyoming. Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Trevor has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

GWN SECURITIES INC.·CRD# 128929
RIA
BD
443 W Coulter Ave Ste 1, Powell, WY 82435
July 28, 2023 - Present
GWN SECURITIES INC.·CRD# 128929
RIA
BD
443 W Coulter Ave Ste 1, Powell, WY 82435
July 28, 2023 - Present
CORECAP ADVISORS·CRD# 158819
RIA
Powell, WY
July 8, 2021 - July 31, 2023
CORECAP INVESTMENTS, LLC·CRD# 37068
BD
Powell, WY
April 14, 2021 - July 31, 2023

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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)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

707

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GWN FORM ADV BROCHURE (4/13/2026)

Direct owners and executive officers

NamePositionCRD#
WORLD INVESTMENT NETWORKOWNER—
BORNHEIMER, LAURA JEANETTEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP1769643
CORBIN, BRAD JEFFREYSENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING1754065
NEITZEL, CARL ALEXANDERCOO3044454
RITTMAN, BARRY RICHARDCFO FINOP PFO VP1997994
WALSH, DENIS STEPHENCEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT1124278
WALSH, MARY THERESESECRETARY2829444

Regulatory Assets Under Management

Total Number of Accounts

66,025

AUM (Assets Under Management)

$4,753,625,856

Disclosures

Regulatory Event

2

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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.

CORE FINANCIAL GROUP, LLC Pos: Owner; NATURE: Financial Services/Investments. INV REL’D: Yes; 40 hrs/mo, 10 hrs/mo trading SECURITIES TRADING HOURS: 10 START DATE: 07/27/2023; ADDR: 443 W. Coulter Ave. Ste. 1, Powell, WY 82435; DESC: Investment Advisor / Financial Coach. Compensation is fee based or commission depending on product or service. COULTER MALL, LLC Pos: Owner NATURE: Commercial rentals. INV REL’D: No; 5 hrs/mo 0 hrs/mo trading START DATE: 09/01/2015; ADDR: 621 Ave J Powell, WY 82435, US. DESC: Comp is monthly rent. NEW LIFE CHURCH INV REL’D: No; Conducts business of the church; Pos: Deacon; State: 9/21/21; 6 hrs/mo, 0 hrs/mo trading; No Comp; Desc"As Deacon, I conduct business of the church; budgeting, salaries & approval of bills to be paid. I hold a position on the Benevolence Committee. Receive apps for assistance from members of the community in need of finan help. Coordinate the Dave Ramsey Financial Peace University class as part of this position. Class is available to members and non-members of the church at no charge. COWBOY STATE FINANCIAL LLC INV REL’D: Yes; ADDR: 443 W. Coulter Ave. Ste 1, Powell, WY, 82435, US; Pos: Owner; START DATE: 4/1/2025, 2 hrs/mo, 2 hrs/mo trading, No Comp; DESC: Cowboy State Financial LLC is holding company for the wholly owned subsidiary of Core Financial Group LLC and the subsidiary of TC Insurance Group LLC. Allows us to consolidate various overhead expenses such as phone lines and advertising. There are only passthrough expenses and no income for Cowboy State Financial LLC. TC INSURANCE GROUP INV REL’D: No; ADDR: 443 W. Coulter Ave. Ste 1, Powell, WY, 82435, US; NATURE: Insurance sales, Pos: Owner, START DATE: 4/1/2025, 5 hrs/mo, 5 hrs/mo trading, DESC: "TC Ins Group LLC is an indep ins agency offering home, auto, commercial and life ins to its clients. I have oversight of both operations and administration." YELLOWSTONE REGISTERED AGENT INV REL’D: No ADDR: "443 W. Coulter Ave. Ste 1, Powell, WY, 82435, United States", NATURE: Clerical Services; Pos: Owner; START DATE: 8/22/2025;1 hrs/mo, 1 hrs/mo trading; Comp: Fee Based Compensation; DESC: "A registered agent is a designated business entity that receives official legal and tax documents on behalf of a company, such as a corporation or LLC. They act as the point of contact for the business with the state and are responsible for forwarding important notices, including service of process (lawsuits) and state filings, to the appropriate parties within the company." NORTHWEST COMMERCIAL PROPERTIES LLC INV REL’D: No; ADDR: 346 Greybull Ave Greybull WY 82426; Pos: Landlord; Comp: Other, 1 hr/mo, 0 hrs/mo trading; Start: 2026-06-01; DESC: Landlord for commercial duplex in Greybull WY. Cowboy State Financial will occupy 1 of the units.

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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)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(10/27/2025)
RR
Colorado
(4/4/2025)
RR
Florida
(7/28/2023)
RR
Hawaii
(1/2/2026)
RR
Idaho
(7/28/2023)
RR
Michigan
(2/12/2025)
RR
Missouri
(9/22/2026)
RR
Montana
(7/28/2023)
RR
Nevada
(1/2/2026)
RR
North Carolina
(1/2/2026)
RR
Oklahoma
(1/2/2026)
RR
Pennsylvania
(1/2/2026)
RR
South Carolina
(4/4/2025)
RR
Tennessee
(8/17/2023)
RR
Utah
(3/12/2024)
RR
Washington
(7/28/2023)
RR
Wyoming
(7/28/2023)
IAR
Wyoming
(7/28/2023)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2021About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2021About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Trevor Michael Nelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Trevor Michael Nelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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TN
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