Steven Glynn Schramm

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

• 04/2011 → Present
  Retirement Consultants Network
  Adel, GA
• 09/2011 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2011-01-03 → 2011-09-21
  Voya Financial Advisors, Inc.
  Adel, GA
  Raleigh, NC
• 2010-03-11 → 2011-01-03
  Voya Financial Partners, Llc
  Valdosta, GA
  Raleigh, NC
  Adel, GA
• 2007-01-25 → 2010-03-04
  Voya Financial Advisors, Inc.
  Adel, GA
  Valdosta, GA
• 2004-10-12 → 2006-03-07
  Usallianz Securities, Inc.
  Adel, GA

Other Businesses

1)CROWN WEALTH MANAGEMENT,YES,4624 FOXBOROUGH AVE, VALDOSTA, GA 31602,DBA,OWNER,05/01/2007,240,240,DBA FOR THE SALES OF SECURITIES & INSURANCE PRODUCTS; 2)INDEPENDENT INSURANCE AGENT,YES,4624 FOXBOROUGH AVE VALDOSTA GA, 31602,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,02/24/2006,120,120,SALES OF FIXED INSURANCE PRODUCTS. 3)RETIREMENT CONSULTANTS NETWORK,YES,125 S BURWELL AVE. ADEL, GA 31620,DBA FOR SECURITIES BUSINESS,MARKETING REPRESENTATIVE,04/01/2011,160,160,MARKETING PRODUCTS AND SERVICES FOR RETIREMENT PLANNING, TO SPONSORS AND EMPLOYEES ADEL FIRST ASSEMBLY OF GOD OFFICIAL BOARD OF DEACONS POSITION: Official Board Member NATURE: Church Business INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2016 ADDRESS: 601 Massee Post Rd, Adel GA 31620 DESCRIPTION: The duties for this activity are church related and are to assist and serve the church staff and members to include church services, outreach, church finances, and oversight board meetings. ADEL MAIN STREET BOARD OF DIRECTORS POSITION: Board Member NATURE: Promote to the community and surrounding areas Downtown Adel. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2020 ADDRESS: 125 S Hutchinson Ave, Adel GA 31620, United States DESCRIPTION: -Assist Main Street Director with activities to promote Downtown Adel and serve on board to oversee and plan future activities. YOUR ONESOURCE SOLUTION POSITION: Director of Wealth Management NATURE: Marketing for products and services for retirement planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2011 ADDRESS: 125 S. Burwell Ave, Adel GA 31620, United States DESCRIPTION: Rep for sales and service duties associated with securities business. C.H. SOUTHERN CO. Is Not Investment Related, Gift Shop, Owner, 2023-02-06, 6 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Owner of Gift Shop making and selling laser engraved products and other gift items. DAVE RAMSEY SMARTVESTOR PRO INVESTMENT RELATED: Is Investment Related, ADDRESS: "125 S Burwell Ave, , Adel, GA, 31620, United States", Investment & Insurance, Representative, START DATE: 9/9/2025, 20 hours per month, 20 hours per month during trading hours, No Compensation DESCRIPTION: SmartVestor Pro representative to receive referrals/leads from Ramsey generated contacts to potentially assist with investment options.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-24