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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwyneth? Claim Your ProfileGwyneth Eileen Godbout is a financial advisor in Franklin, WI, with over 17 years of experience in the industry. Gwyneth currently works at LPL Financial LLC and previously worked at BMO HARRIS FINANCIAL ADVISORS, INC. and M&I FINANCIAL ADVISORS, INC. Gwyneth offers a wide range of services to clients, including financial planning, portfolio management, pension consulting, and educational seminars. Gwyneth is also registered to provide investment advice in all 50 states, Washington D.C. and Puerto Rico.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
02/27/2024 - Present
LPL Financial LLC (FRANKLIN WI)
WI
04/18/2012 - 04/09/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
09/21/2004 - 08/17/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/21/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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