John Dwyer has been an investment adviser representative at Winnacle Wealth since December 2025, and is not listed among the firm’s executive officers or direct owners.
Winnacle Wealth, LLC is a Waco, TX firm with $145M under management, 385 clients and 5 advisers in one office, as of its May 2026 filing.
John Dwyer’s longest registration was 2 years at Regal Investment Advisors LLC (2017–2020). Before joining Winnacle Wealth in 2025, John Dwyer was registered through Tencap Wealth Coaching and Freedom Financial Coaching, LLC.
- Winnacle Wealth, LLCCurrent– present · under a yearBismarck, ND · Adviser representative · Firm CRD 317181
- Tencap Wealth Coaching– · 1 yearBismark, ND · Adviser representative · Firm CRD 166130
- Freedom Financial Coaching, LLC– · 1 yearSmithfield, UT · Adviser representative · Firm CRD 299696
- G. A. Repple & Company– · 1 yearBismarck, ND · Adviser representative · Firm CRD 17486
- Regal Investment Advisors LLC– · 2 yearsBismarck, ND · Adviser representative · Firm CRD 125004
- Wealth Watch Advisors, LLC– · 1 yearBismarck, ND · Adviser representative · Firm CRD 172002
Investment adviser representative registrations
John Dwyer is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2025; the most recent is North Dakota, in January 2026.
- North DakotaSince 15 January 2026
- TexasResidentSince 22 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 June 2014 |
| Series 7 | General Securities Representative Examination | 1 April 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 September 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4952298
- Firm
- Winnacle Wealth · CRD 317181
- Office
- Bismarck, ND
- Registration
- Investment adviser registration
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does John Dwyer work?
John Dwyer is an investment adviser representative registered through Winnacle Wealth, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is John Dwyer a financial advisor?
Yes. John Dwyer has a current investment-adviser registration in North Dakota and Texas, through Winnacle Wealth since December 2025.
How many years of experience does John Dwyer have?
John Dwyer has 14 years in the financial industry, since August 2012, across 6 adviser firms.
What exams has John Dwyer passed?
John Dwyer has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2005. FINRA credited John Dwyer with the SIE, which began in October 2018.
Where did John Dwyer work before Winnacle Wealth?
Before Winnacle Wealth, John Dwyer was registered through Tencap Wealth Coaching, April 2024 to September 2025; Freedom Financial Coaching, LLC, December 2022 to January 2024; G. A. Repple & Company, April 2020 to September 2021; Regal Investment Advisors LLC, April 2017 to March 2020; Wealth Watch Advisors, LLC, April 2016 to April 2017.
Where is John Dwyer based?
John Dwyer’s registered office is in Bismarck, ND.
Is John Dwyer registered with FINRA?
No. John Dwyer has no current broker registration.
How can I verify John Dwyer’s record?
Search CRD 4952298 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Dwyer’s full registration record.
