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. Brenda Stein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Go Wealth Management | Eugene, OR | Mar 2024 - Current | < 1 |
| Next Financial Services | Houston, TX | Sep 2023 - Mar 2024 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2020 - Sep 2023 | 3 |
| Seacrest Wealth Management, LLC | Medford, OR | May 2018 - Sep 2023 | 5 |
| Edward Jones | St Louis, MO | Oct 2013 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- OR
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Total Assets Under Management122MILLIONS
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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
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