Golden Goose Wealth Planning

Golden Goose Wealth Planning (CRD# 311595) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $1,504,318 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2500 E Beltline Ave Se, Suite G #250, Grand Rapids, MI 49546
https://www.linkedin.com/company/golden-goose-wealth-planning
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $79,175
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Golden Goose Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Stephanie Trexler, financial advisor Ada MI
Stephanie A. Trexler
CRD#: 6245822
Ada, MI

Stephanie Trexler (CRD# 6245822) is an Investment Advisor Representative working at Golden Goose Wealth Planning in Ada, MI and has over 10 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.

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