WG
Wyatt A. Gauchat
TRUE WEALTH NATION
OMAHA, NE 68154
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CRD#: 7293407
WG
Professional summary
Wyatt Austin Gauchat is a registered financial advisor currently at TRUE WEALTH NATION located in Omaha, Nebraska.
Wyatt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Wyatt has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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.
Name: Delta Sigma Phi Fraternity Alumni Corporation Board(ACB)/ Housing Corporation, Role: President/Treasurer of Alumni Corporation Board, Type: Board Service, Start Date: 04/15/2020, Investment Related?: No, Address: 622 N Walnut St., Maryville, MO 64468, Number of Hours/Mo: 12, Duties: I have been the treasurer for the ACB since the Summer of 2018 and I will be passing this position to someone else by the end of December 2020. In this role, I managed the bank accounts (checking accounts only), maintained a yearly budget, and record keeping. I have also served as the President of the ACB since October 2020. None of these roles are involved with investing practices. Treasurer reports are presented at monthly meeting and bank account balances are audited by the chapter advisor.
CRS (Client Relationship Summary) - RIA
Click below to view Wyatt Austin Gauchat'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
August 31, 2022 - Present
TRUE WEALTH NATION
Office #1: 14301 Frst National Bank Pkwy Linden Place; Suite 100; Room 122, Omaha, NE 68154RIA
CRD#: 157347
OMAHA, NE
Past
December 15, 2020 - February 2, 2022
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
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
Colorado(5/2/2025)
IAR
Iowa(8/31/2022)
IAR
Nebraska(8/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
TW
TRUE WEALTH NATION
PREMIER FINANCIAL SERVICES, INC. | TRUEWEALTH UNIVERSITY | TRUE WEALTH NATION | PROWISE FINANCIAL COACHING
CRD#: 157347 / SEC#:
Colorado
Registered Investment Advisory firm - (5/2/2025 Approved)Iowa
Registered Investment Advisory firm - (6/2/2011 Approved)Nebraska
Registered Investment Advisory firm - (5/14/2014 Approved)Texas
Registered Investment Advisory firm - (2/25/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
302 E 7th Street, Carroll, IA 51401
Mailing Address
Po Box 665, Carroll, IA 51401-0665
Phone number
(712) 792-6400
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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Company Information
TRUE WEALTH NATION
CRD#: 157347Omaha, NE 68154TRUST BUT VERIFY
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