Go Wealth Management
Go Wealth Management (CRD# 290254) is a financial advisory firm headquartered in Eugene, OR. They manage $121,770,792 in 368 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management122MILLION
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Total Number of Accounts368ACCOUNTS
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Average Account Value$330,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, ID, LA, NC, OR, TX, VA, WA
Gwendolyn O'connell (CRD# 4326521) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 23 years of experience in the finance industry.
Brenda Stein (CRD# 6254128) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 10 years of experience in the finance industry.
Donald Watson (CRD# 3110609) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 25 years of experience in the finance industry.
Robert Wisnovsky (CRD# 2324014) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 13 years of experience in the finance industry.
Christopher Berry (CRD# 6234644) is an Investment Advisor Representative working at Go Wealth Management in Elmira, OR and has 1 year of experience in the finance industry.
Darin Swall (CRD# 7012548) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 3 years of experience in the finance industry.