Sahana Madhanagopal (CRD# 7694502) is an Investment Advisor Representative working at Lafleur & Godfrey Private Wealth Management in Grand Rapids, MI and has 1 year of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lafleur & Godfrey LLC | Grand Rapids, MI | Apr 2024 - Current | < 1 |
| Macquarie Capital (usa) Inc. | New York, NY | Feb 2023 - Jan 2024 | < 1 |
| Lvm Capital Management Ltd | Kalamazoo, MI | Jan 2020 - Jan 2023 | 3 |
| Vector Marketing Corporation | Kalamazoo, MI | Nov 2018 - Nov 2019 | 1 |
| Western Michigan University | Kalamazoo, MI | Aug 2017 - Dec 2018 | 1 |
| Christ University | Bangalore, | Jun 2016 - Jul 2017 | 1 |
| Ey | Bangalore, | Apr 2017 - Jun 2017 | < 1 |
| Unemployed | Madurai, | Jun 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2023 |
- MI
-
Total Assets Under Management870MILLIONS
-
Total Number of Accounts777ACCOUNTS
-
Average Account Value$1,119,739
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
CA, CO, FL, IL, LA, MI, OH, OR, TX
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