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Brian Lee Goding

Marquette Associates, Inc.

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About Brian Lee Goding

Brian Goding is a registered investment advisor representative with Marquette Associates, Inc. Brian has been in the financial services industry since 1987 and has a broad range of experience, including working with clients in various industries. Brian has extensive experience working with individuals, families, trusts, corporations, and endowments. Brian has a strong understanding of the financial markets and a commitment to providing personalized advice to each client. Prior to joining Marquette Associates, Inc., Brian worked with Fiduciary Consultants, Inc. and COST CONTAINMENT SERVICES, INC.

Firm Information

Brian Goding is currently registered with Marquette Associates, Inc.. Marquette Associates, Inc. is an investment advisor headquartered in Chicago, IL. The firm primarily serves high net worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. They specialize in investment consulting services, pension consulting, educational seminars, and publication of periodicals. The firm manages over $22 billion in assets.
Marquette Associates, Inc.

180 NORTH LASALLE STREET

CHICAGO, IL 60601

$22.95B

Assets Under Management

763

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer based fee

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Brian Goding’s Registration & Firm History

MO

01/20/2021 - Present

Marquette Associates, Inc. (St. Louis MO)

MO

01/05/1989 - 12/31/2012

COST CONTAINMENT SERVICES, INC. (ST. LOUIS MO)

NA

07/13/1988 - 12/19/1988

FIRST KANSAS CITY SECURITIES INCORPORATED

NY

06/23/1987 - 08/02/1988

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/10/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/18/1995

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/03/1987

Series 3 - National Commodity Futures Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Brian Lee Goding. Review regulatory record here.
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