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Brandy Shay Goodnow

Advisor at LPL Financial — Elbert, CO

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Elbert, CO

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Brandy Goodnow is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2017 and previously worked at Voya Financial and its affiliate Voya Financial Partners. Outside of her advisory role, she is involved with PWM Planning, operating a DBA focused on retirement plan solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and asset management services delivered by a large network of investment adviser representatives using diverse investment strategies and technology tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Elbert, CO

Elbert CO

Advisors at this office

1

Most active in

Colorado · Missouri

Work history

22 years of industry experience

LPL Financial

2017 - Present • 9 years

Denver, CO

Voya Financial Partners, LLC

2015 - 2017 • 2 years

Castle Rock, CO

Voya Financial

2014 - 2017 • 3 years

Castle Rock, CO

Disclosures

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Business activities & affiliations

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