Go Wealth Management

Go Wealth Management (CRD# 290254) is a financial advisory firm headquartered in Eugene, OR. They manage $121,770,792 in 368 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
4710 Village Plaze Loop, Suite 240, Eugene, OR 97401
https://www.goinvestmentsvcs.com/
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $330,899
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, ID, LA, NC, OR, TX, VA, WA

Financial Advisors at Go Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Gwendolyn O'connell, financial advisor Eugene OR
Gwendolyn S. O'connell
CRD#: 4326521
4710 Village Plaze Loop, Suite 240, Eugene, OR 97401

Gwendolyn O'connell (CRD# 4326521) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 23 years of experience in the finance industry.

2
Brenda Stein, financial advisor Eugene OR
Brenda Stein
CRD#: 6254128
4710 Village Plaze Loop, Suite 240, Eugene, OR 97401

Brenda Stein (CRD# 6254128) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 10 years of experience in the finance industry.

3
Donald Watson, financial advisor Medford OR
Donald L. Watson
CRD#: 3110609
Medford, OR

Donald Watson (CRD# 3110609) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 25 years of experience in the finance industry.

4
Robert Wisnovsky, financial advisor Eugene OR
Robert F. Wisnovsky
CRD#: 2324014
1075 Washington Street, Suite 200, Eugene, OR 97401

Robert Wisnovsky (CRD# 2324014) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 13 years of experience in the finance industry.

5
Christopher Berry, financial advisor Elmira OR
Christopher L. Berry
CRD#: 6234644
Elmira, OR

Christopher Berry (CRD# 6234644) is an Investment Advisor Representative working at Go Wealth Management in Elmira, OR and has 1 year of experience in the finance industry.

6
Darin Swall, financial advisor Eugene OR
Darin R. Swall
CRD#: 7012548
4710 Village Plaze Loop, Suite 240, Eugene, OR 97401

Darin Swall (CRD# 7012548) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals