Invested Better
Unclaimed

Unclaimed

Unclaimed

John William Goff

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John William Goff

John William Goff is a financial advisor with over 25 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. and has been with the firm since June 14, 2024. Prior to joining Osaic Wealth, Inc., John was a registered representative with Securities America, Inc., and before that, with Investcorp, Inc. and Piper Jaffray Inc. John's expertise spans various financial areas, including investment banking, financial planning, and portfolio management. John holds the Series 7, Series 63, SIE, and Series 79TO licenses, demonstrating his commitment to staying up-to-date with industry standards.

Firm Information

John Goff is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Goff’s Registration & Firm History

NE

06/14/2024 - Present

Osaic Wealth, Inc. (LINCOLN NE)

NE

07/17/2020 - 06/14/2024

SECURITIES AMERICA, INC. (LINCOLN NE)

NE

11/17/1999 - 07/17/2020

INVESTACORP, INC. (LINCOLN NE)

NA

09/25/1989 - 10/22/1991

PIPER JAFFRAY INC.

Not sure if John William Goff is right for you?

Licenses & Designations

BC

Issued 12/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John William Goff.
Not sure if John William Goff is right for you?