Michelle Marie Lang-Payne

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1987 → Present
  Self-Employed
  Healdsburg, CA
• 10/2010 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Other Businesses

1--LIFE INSURANCE & ANNUITY SALES, REAL ESTATE RENTAL PROPERTY, CFP, CTEC 2--L&P FINANCIAL POSITION: ADVISOR NATURE: RETIREMENTPLANNING INVESTMENT RELATED: YES NUMBER OF HOURS: 120 INVESTMENT RELATED HOURS: 6 START DATE: 01/01/1985 ADDRESS: 8155 W. DRY CREEK RD., HEALDSBURG CA 95448 DESCRIPTION: MEET WITH CLIENTS AND DISCUSS INVESTMENT OPTIONS AND ESTATE PLANNING WHICH WOULD INVOLVE LIFE INSURANCE. 3--RENTAL REAL ESTATE POSITION: owner NATURE: Real Estate residential property rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2007 ADDRESS: 8155 W. Dry Creek Rd., Healdsburg CA 95448, United States DESCRIPTION: I am the landlord that collects rents as property is occupied by tenants 4--MICHELLE LANG-PAYNE CTEC TAX PREPARER POSITION: tax preparer NATURE: Tax planning and filing of tax returns. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2004 ADDRESS: 8155 W DRY CREEK RD, HEALDSBURG CA 95448, United States DESCRIPTION: I work with tax clients on an annual basis to plan and prepare individual tax returns. 5--NATIONAL LIFE GROUP Is Investment Related ,Overseeing full service administration and maintaining relationships with existing accounts, Sr. Relationship Manager, 2023-02-21, 160 hours per month, 0 hours per month during trading hours, Salary Compensation, Development and management of 403(b)/457 relationships with school district and government administration and third party administrators and field associates in the western region. Serving as point of contact for existing National Life Group Plans. 6--Envision Financial POSITION: Financial Professional NATURE: DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/04/2010 ADDRESS: 777 Silver Spur Road Suite 213 Rolling Hills Estates, CA 90274 DESCRIPTION: DBA used for securities

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-12-28

Designations

• Certified Financial Planner

Other Names

• Michelle Marie Langpayne