TN
Trevor M. Nelson
GWN SECURITIES
POWELL, WY 82435
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CRD#: 7206105
TN
Trevor Michael NelsonGWN SECURITIES
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.
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Michael Nelson's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Trevor Michael Nelson'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
July 28, 2023 - Present
GWN SECURITIES INC.
Office #1: 443 W Coulter Ave Ste 1, Powell, WY 82435RIA
BD
CRD#: 128929
POWELL, WY
Current
July 28, 2023 - Present
GWN SECURITIES INC.
Office #1: 443 W Coulter Ave Ste 1, Powell, WY 82435RIA
BD
CRD#: 128929
POWELL, WY
Past
July 8, 2021 - July 31, 2023
CORECAP ADVISORS
RIA
CRD#: 158819
Powell, WY
Past
April 14, 2021 - July 31, 2023
CORECAP INVESTMENTS, LLC
BD
CRD#: 37068
Powell, WY
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
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
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)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Passed: 4/14/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
707
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 |
| NEITZEL, CARL ALEXANDER | COO | 3044454 |
| RITTMAN, BARRY RICHARD | CFO FINOP PFO 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 | 66,025 |
| AUM (Assets Under Management) | $ 4,753,625,856 |
Disclosures
| Regulatory Event | 2 |
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.
