Philip Andrew Gasser

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

• 12/1998 → 12/2024
  Clearcreek Financial
  Hudson, OH
• 10/2006 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2005-07-27 → 2006-10-19
  Voya Financial Partners, Llc
  Hudson, OH
  Hudson, OH
• 2003-01-24 → 2004-12-31
  Timeless Portfolio Solutions, Inc.
  Hudson, OH

Other Businesses

HUDSON RETIREMENT GROUP POSITION: SALES NATURE: DBA, FIXED ANNUITIES, INDEXED ANNUITIES AND LIFE INSURANCE SALES, FINANCIAL SERVICES. INVESTMENT RELATED: YES NUMBER OF HOURS: 100 INVESTMENT RELATED HOURS: 100 START DATE: 01/01/2012 ADDRESS: 194 Brookrun Dr., COPLEY OH 44321 DESCRIPTION: FIXED ANNUITIES, INDEXED ANNUITIES AND LIFE INSURANCE SALES, FINANCIAL SERVICES

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-06-01
• S66 Uniform Combined State Law Examination
  2001-03-28

Other Names

• Phil Gasser
• Philip Gasser