Erik Goodge, financial advisor Newburgh IN

Erik Goodge

CRD Number: 6562264
Current Firm: Uvest Advisory Group, LLC

Erik Goodge (CRD# 6562264) is an Investment Advisor Representative working at Uvest Advisory Group, LLC in Newburgh, IN and has over 8 years of experience in the finance industry. Erik Goodge 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.

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Professional Designations
Company Name Location Dates Years
Uvest Advisory Group, LLC Newburgh, IN Jan 2018 - Current 6
Origin Financial San Francisco, CA Dec 2021 - Mar 2022 < 1
Endress Capital Management, LLC Evansville, IN Oct 2015 - Jan 2018 2
University Of Evansville Evansville, IN Jun 2014 - Dec 2017 3
Boston's Pizza Newburgh, IN Mar 2014 - Sep 2014 < 1
Ivy Tech Community College Evansville, IN Aug 2013 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Erik T. Goodge
Phone Number: (812) 499-5252
Registered State(s):
  • IN
  • LA
  • TX
Current Firm Details
Uvest Advisory Group, LLC
Firm's CRD Number: 292564
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $40,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

IN, LA, TX

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