Daidre Jo Bakke

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

• 03/2006 → 09/2016
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 04/2011 → 09/2016
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 09/2016 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2011-04-04 → 2016-09-27
  Legend Advisory, Llc
  New London, MN
  Palm Beach Gardens, FL
• 2000-05-25 → 2002-11-26
  A. G. Edwards & Sons, Inc.
  Palm Beach Gardens, FL

Other Businesses

THE OPEN DOOR CHRISTIAN CHURCH, LEAD WORSHIP AND COORDINATE MUSIC, START 8/2010, TIME 15%, INCOME 2% INSURANCE-LIFE, HEALTH, DISABILITY & ANNUITY. INVESTMENT RELATED. AGENT. START 8/2006. 25-30% . INSURANCE BUSINESS ALONG SIDE RETIREMENT PLANNING/INVESTMENTS. BAKKE STRATEGIC WEALTH MANAGEMENT, LLC, Is Investment Related, DBA, Financial Professional, 2016-09-28,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. I filed for my business to by an LLC with an EIN for tax purposes.

Exams

• S66 Uniform Combined State Law Examination
  2011-03-17
• S63 Uniform Securities Agent State Law Examination
  2006-09-02

Other Names

• Daidre Jo Larson