Christian Goeke (CRD# 6533367) is an Investment Advisor Representative working at Lpl Financial LLC in Weldon Springs, MO and has over 8 years of experience in the finance industry. Christian Goeke 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.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Edmond, OK | Jul 2021 - Current | 2 |
| Christian Goeke Enterprises, Inc. | Lake St Louis, MO | Jun 2020 - Jul 2021 | 1 |
| Christian Goeke Limited Partnership | Lake St Louis, MO | Jun 2020 - Jul 2021 | 1 |
| Stl Wealth LP | O'fallon, MO | May 2020 - Jul 2021 | 1 |
| Matthew Rose | Creve Coeur, MO | Aug 2016 - Jul 2021 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Lake St Louis, MO | Aug 2016 - Jul 2021 | 4 |
| Waddell & Reed, Inc. | Creve Coeur, MO | Jul 2016 - Jul 2021 | 5 |
| Edward Jones | St Louis, MO | Aug 2015 - Jul 2016 | < 1 |
| Unemployed | St Charles, MO | Jun 2015 - Jul 2015 | < 1 |
| Full Time Student | Columbia, MO | Sep 2014 - May 2015 | < 1 |
| Wells Fargo Advisors | St. Louis, MO | May 2014 - Aug 2014 | < 1 |
| Wells Fargo | Saint Louis, MO | May 2014 - Aug 2014 | < 1 |
| Full Time Student | Columbia, MO | Sep 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- FL
- IL
- MO
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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.