Brooks David Stephenson

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

• 07/2025 → Present
  Horizon Financial Services
  Edmond, OK
• 06/2023 → Present
  Skyline Church
  Oklahoma City, OK
• 07/2017 → 06/2023
  Oklahoma Christian Schools
  Edmond, OK
• 01/2015 → 06/2023
  Oklahoma Christian Schools
  Edmond, OK
• 07/2025 → Present
  Gwn Securities
  Palm Beach Gardens, FL

Other Businesses

1. SKYLINE CHURCH POSITION: FORMATION PASTORS Formation Pastor NATURE: PART-TIME PASTORAL MINISTRY WORK (TEACHING, COUNSELING, AND CHURCH SUPPORT) FOR SKYLINE CHURCH. COMPENSATION TYPE: SALARY INVESTMENT RELATED: NO NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/2023 ADDRESS OF OBA: 1901 N DOUGLAS AVE, OKLAHOMA CITY, OK, 73106 DESCRIPTION OF DUTIES: FACILITATE SUNDAY MORNING BIBLE STUDIES AND ADULT BIBLE CLASS, ASSIST WITH TEACHING AND PREACHING, PROVIDE PASTORAL CARE AND COUNSELING, AND SUPPORT CHURCH MINISTRY ACTIVITIES AS NEEDED. 2. HORIZON FINANCIAL SERVICES POSITION: FIELD ASSISTANT NATURE: ADMINISTRATIVE ASSISTANCE FOR HORIZON FINANCIAL SERVICES. COMPENSATION TYPE: SALARY INVESTMENT RELATED: NO NUMBER OF HOURS: 160/MONTH SECURITIES TRADING HOURS: 160/MONTH START DATE: 07/2025 ADDRESS OF OBA: 315 W EDMOND ROAD, SUITE B, EDMOND, OK, 73003 DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE AND CLIENT SERVICE SUPPORT FOR HORIZON FINANCIAL SERVICES, INCLUDING SCHEDULING, PAPERWORK PROCESSING, AND GENERAL OFFICE DUTIES.

Exams

• S66 Uniform Combined State Law Examination
  2026-02-23