John Allen Wingo

Employer firm

Wingo Asset Management, LLC CRD 306099

$96.5M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2014 → Present
  Wingo Wealth, Llc
  Shreveport, LA
• 03/2020 → Present
  Wingo Asset Management, Llc
  Shreveport, LA
• 11/2024 → 08/2025
  Rfg Advisory, Llc
  Shreveport, LA

Previous Registrations

• 2024-11-14 → 2025-08-05
  Rfg Advisory, Llc
  Vestavia Hills, AL
  Shreveport, LA
• 2020-01-22 → 2024-12-31
  Wingo Asset Management, Llc
  Shreveport, LA
• 2019-09-10 → 2020-05-15
  Optivise Advisory Services Llc
  Shreveport, LA

Other Businesses

- Managing Partner of Wingo Wealth, LLC; investment related, 611 Absnithe Court Shreveport LA 71115, Mr. Wingo markets various insurance products through Wingo Wealth, apx 25 hours a month both during and after market hours - Managing Partner of PRM Partners, LLC DBA University Self Storage non investment related, 209 Lucille Ave. Lafayette, LA 70501, Mr. Wingo is a part owner in a self storage complex, apx 5 hours a month after market hours. - Managing Partner of River South Commons, LLC non investment related, 319South Drive Natchitoches, LA 71457, Mr. Wingo is a art owner of a shopping center, ax 5 hours a month after market hours. - Partner of Broussard Commercial Storage; non investment related; 2835 SW Evangeline Thrueway, Lafayette, LA 70508; Mr. Wingo is voting decision partner for a self storage complex; no time spent on this activity. - Lafayette Self Storage, LLC ; non-investment related; 319 South Drive, Natchitoches, LA 71457; Mr. Wingo is a partner; No time spent on this activity. - Finl Architects and Consultants, LLC ; 5% partners, non-investment related; 116 Wilson Pike Circle, Ste 202, Brentwood, TN 37027, 2 hrs/mo - managing member of two inactive LLCs which are Retirement by Design, LLC and Beau Cresent, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-31