Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Goodmiller is a financial advisor with Baker Tilly Wealth Management, LLC. Charles has been in the financial services industry since 1991. Charles holds Series 66 and Series 7 registrations and has a SIE designation. Charles is registered to provide investment advisory services in Arizona. Charles has worked with clients including high-net-worth individuals, charitable organizations, corporations, individuals, pension and profit sharing plans, and state or municipal government entities. Prior to joining Baker Tilly, Charles was with Independent Financial Group, LLC. Charles can provide investment consulting, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
01/11/2023 - Present
Baker Tilly Wealth Management, LLC (Scottsdale AZ)
AZ
01/16/2009 - 05/28/2019
INDEPENDENT FINANCIAL GROUP, LLC (SCOTTSDALE AZ)
BOTH
Issued 07/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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