Colleen Elizabeth Nurre

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

• 04/2015 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2004-06-03 → 2015-04-10
  Equitable Advisors, Llc
  Fort Worth, TX
  Fort Worth, TX

Other Businesses

ANNUITY INSURANCE POSITION: AGENT NATURE: FIXED ANNUITIES, INDEXED ANNUITIES, AND LIFE INSURANCE. INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/15/2015 ADDRESS: 2950 SOUTH WEST MCCLURE RD, TOPEKA KS 66614 DESCRIPTION: I WILL PROVIDE ACCESS TO LIFE INSURANCE AND ANNUITY PRODUCTS TO MY CLIENTS. IN THE EVENT THAT ONE MEETS THERE NEEDS I CAN FILL OUT THE APPLICATION WITH THEM TO ENSURE THERE UNDERSTANDING OF THE PRODUCTS. REDWOOD ADVISORY SERVICES LLC POSITION: Sole proprietor NATURE: Redwood Financial. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: PO BOX 421,GRAPEVINE TX 76099 DESCRIPTION: For tax purposes I have created a LLC BOY SCOUT TROOP 262 Is Not Investment Related, Assist scouts as they plan projects and activities to meet the requirements of select badges and sign off with approval once completed. Merit Badge Counselor, 2023-05-01, 5 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Assist scouts as they plan projects and activities to complete select merit badge requirements. Once they have completed the required activities and demonstrated the required knowledge sign off on their completion. REDWOOD FINANCIAL, Is Investment Related, DBA, Financial Professional, 04/09/2015,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-29

Other Names

• Colleen Elizabeth Carter