Sonia Goforth (CRD# 2544170) is an Investment Advisor Representative working at Kpp Advisory Services LLC in Louisville, KY and has over 28 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dinsmore Compliance Services | Louisville, KY | Jul 2023 - Current | < 1 |
| Kpp Advisory Services LLC | Louisville, KY | Sep 2017 - Current | 6 |
| Lpl Finanical, LLC | Louisville, KY | Mar 2017 - Jul 2023 | 6 |
| Unemployed | Lawrenceburg, KY | Nov 2016 - Mar 2017 | < 1 |
| Nationwide Insurance | Georgtown, KY | Sep 2016 - Oct 2016 | < 1 |
| Unemployed | Lawrenceburg, KY | May 2016 - Sep 2016 | < 1 |
| Chrisman Mill Vineyard | Nicholasville, KY | Jan 2016 - May 2016 | < 1 |
| Unemployed | Lawrenceburg, KY | Apr 2015 - Jan 2016 | < 1 |
| Wells Fargo Advisors LLC | New Albany, IN | May 2009 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
-
Total Assets Under Management881MILLIONS
-
Total Number of Accounts3,132ACCOUNTS
-
Average Account Value$281,150
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NY, OH, OK, SC, TN, TX, VA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.