Paul Gottshall, financial advisor Manitowoc WI
83 score

Paul Gottshall

CRD Number: 1438645
Current Firm: Raymond James Financial Services Advisors, Inc.

Paul Gottshall (CRD# 1438645) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manitowoc, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cgh Advisory LLC Manitowoc, WI Apr 2016 - Current < 1
Pjg Real Estate Holdings, LLC Manitowoc, WI Jul 2011 - Current 5
Raymond James Financial Services Advisors Inc. Manitowoc, WI Nov 2009 - Current 7
Raymond James Financial Services Manitowoc, WI Oct 2009 - Current 7
Gottshall Capital Partners LLC Manitowoc, WI Oct 2009 - Current 7
Edward Jones Manitowoc, WI Jul 1990 - Oct 2009 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Jan 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Paul J. Gottshall
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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