Goss Wealth Management

Goss Wealth Management (CRD# 171351) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $254,622,668 in 1,206 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    1,206
    ACCOUNTS
  • Average Account Value
    $211,130
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, HI, KS, LA, MS, TX

Financial Advisors at Goss Wealth Management
Showing 1 - 10 of 16 top financial advisors.
1
Steven C. Darden
CRD#: 5100956
7607 Fern Ave, Suite 502, Shreveport, LA 71105
96
Wealthminder
score

Steven Darden (CRD# 5100956) is an Investment Advisor Representative working at Goss Wealth Management in Shreveport, LA and has over 10 years of experience in the finance industry. Steven Darden 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.

2
Alexander T. Goss
CRD#: 5653571
6300 Corporate Blvd, Suite 120, Baton Rouge, LA 70809
96
Wealthminder
score

Alexander Goss (CRD# 5653571) is an Investment Advisor Representative working at Goss Wealth Management in Baton Rouge, LA and has over 7 years of experience in the finance industry. Alexander Goss 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.

3
Stephen K. Liles
CRD#: 5305395
4965 Elliott Road, Lake Charles, LA 70605
96
Wealthminder
score

Stephen Liles (CRD# 5305395) is an Investment Advisor Representative working at Goss Wealth Management in Lake Charles, LA and has over 5 years of experience in the finance industry. Stephen Liles 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.

4
Gary K. Drake
CRD#: 5752391
712 N Washington, Junction City, KS 66441
93
Wealthminder
score

Gary Drake (CRD# 5752391) is an Investment Advisor Representative working at Goss Wealth Management in Junction City, KS and has over 6 years of experience in the finance industry.

5
Matthew R. Duplechain
CRD#: 5847592
6300 Corporate Blvd, Suite 120, Baton Rouge, LA 70809
93
Wealthminder
score

Matthew Duplechain (CRD# 5847592) is an Investment Advisor Representative working at Goss Wealth Management in Baton Rouge, LA and has over 5 years of experience in the finance industry.

6
Theresa B. Russell
CRD#: 1284588
6300 Corporate Blvd, Suite 120, Baton Rouge, LA 70809
93
Wealthminder
score

Theresa Russell (CRD# 1284588) is an Investment Advisor Representative working at Goss Wealth Management in Baton Rouge, LA and has over 18 years of experience in the finance industry.

7
George F. Sins
CRD#: 3005305
639 Loyola Ave, Suite 2100, New Orleans, LA 70113
93
Wealthminder
score

George Sins (CRD# 3005305) is an Investment Advisor Representative working at Goss Wealth Management in New Orleans, LA and has over 17 years of experience in the finance industry.

8
Anne H. Smith
CRD#: 426930
6300 Corporate Blvd, Suite 120, Baton Rouge, LA 70809
93
Wealthminder
score

Anne Smith (CRD# 426930) is an Investment Advisor Representative working at Goss Wealth Management in Baton Rouge, LA and has over 30 years of experience in the finance industry.

9
James H. Smith
CRD#: 3120584
1900 North 18th Street, Suite 804, Monroe, LA 71201
93
Wealthminder
score

James Smith (CRD# 3120584) is an Investment Advisor Representative working at Goss Wealth Management in Monroe, LA and has over 9 years of experience in the finance industry.

10
William O. Thompson
CRD#: 5818613
4965 Elliott Road, Lake Charles, LA 70605
93
Wealthminder
score

William Thompson (CRD# 5818613) is an Investment Advisor Representative working at Goss Wealth Management in Lake Charles, LA and has over 6 years of experience in the finance industry.

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