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Gwfs Equities, Inc.

Gwfs Equities, Inc. is a Broker-Dealer with over 1,515 financial professionals registered nationwide. The firm's primary clients are Pension and Profit Sharing Plans.

Advisors (1,515)

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Name Start Date
Andrew R Musial Apr 2011
John Peter Killgore Dec 2011
Jennifer Leigh Bailey Feb 2013
Thomas Michael Stocker Apr 2008
Michelle Denise Williams Aug 1997
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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Not Available
Total Assets
Not Available
Not Available
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


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  •   Benefitscorp Inc (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Glen Ray Derback Treasurer 10/01/1984
Charles Patrick Nelson Director & President 08/01/1995
Beverly Ann Byrne Chief Compliance Officer and Secretary 11/01/1996
Gregory Erol Seller Director 10/01/1985
Robert Kenneth Shaw Director 04/01/1992

Affiliated Investment Advisors and Broker Dealers

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Name Type Total Assets
Advised Assets Group, LLC IAR $10,986,815,950
Great-West Capital Management, LLC IAR $26,039,835,517
Orchard Capital Management, LLC Unknown $0

Principal Office & Place of Business

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Principal Office

8515 E Orchard Road
Greenwood Village , CO 80111
Phone Number: 303-737-3817
Other Offices Address City State Zip
8525 East Orchard Road, 2T3 Greenwood Village CO 80111-5002

Firm Compensation Arrangements

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No compensation arrangements listed.