Arnav Goel (CRD# 7763694) is an Investment Advisor Representative working at Hdq Wealth in Kansas City, MO and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Hdq Wealth | Overland Park, KS | Jan 2023 - Current | 1 |
Hdq Wealth | Kansas City, MO | Aug 2022 - Current | 1 |
The University Of Kansas | Lawrence, KS | Aug 2018 - Aug 2022 | 4 |
The University Of Kansas | Lawrence, KS | Aug 2021 - May 2022 | < 1 |
The University Of Kansas | Lawrence, KS | Jan 2022 - Apr 2022 | < 1 |
Karya Property Management | Overland Park, KS | Jun 2021 - Aug 2021 | < 1 |
Kumar Consulting | Overland Park, KS | Dec 2020 - Jan 2021 | < 1 |
The University Of Kansas | Lawrence, KS | Sep 2019 - Mar 2020 | < 1 |
Sm Trading Corporation Dba Food And Fuel Expresso | Overland Park, KS | May 2018 - Aug 2018 | < 1 |
Full Time High School Student | Overland Park, KS | Aug 2014 - May 2018 | 3 |
Full Time Middle School Student | Overland Park, KS | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- KS
- MO
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$202,655
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, FL, KS, LA, MO, TX
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