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Levi Thomas Godinho

Advisor at Ameriprise — Castle Rock, WA

Updated today

Credentials

Series 66

Experience

4 years

Location

Castle Rock, WA

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,072 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Levi Godinho is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Edward Jones and Ragan & Brown CPA's P.S., among other firms. Outside of his advisory role, he has been involved in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Castle Rock, WA

Castle Rock WA

Advisors at this office

1

Most active in

Texas · Washington

Work history

4 years of industry experience

Ameriprise

2025 - Present • 1 year

Battle Ground, WA

Edward Jones

2022 - 2025 • 3 years

St Louis, MO

Ragan & Brown CPA's P.S.

2019 - 2022 • 3 years

Longview, WA

Futcher Group

2018 - 2019 • 1 year

Kelso, WA

Stan Dahl

2017 - 2017 • 1 year

Egegik, AK

Dust Bowl Brewing Company

2016 - 2017 • 1 year

Turlock, CA

Castle Rock School District

2014 - 2025 • 11 years

Castle Rock, WA

Four Corners Farm & Garden

2010 - 2018 • 8 years

Castle Rock, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John B

Series 63, Series 66

Longview, WA

Bryant Wealth Management, Inc.

John Bryant is the sole advisor at Bryant Wealth Management, Inc., an independent firm based in Longview, WA. He holds Series 63 and Series 66 designations and has 20 years of industry experience, having led his firm since 2006. Bryant also serves in an elected municipal public office. Bryant Wealth Management provides financial planning and discretionary portfolio management to individuals, households, and small businesses. The firm offers customized investment strategies and additional financial-management services, including bookkeeping and tax preparation, with an institutional custodial relationship through Charles Schwab.

Options & derivatives strategies General retirement planning General estate planning guidance Wealth management
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Damon G

CFP®, ChFC®, Series 63, Series 65

Longview, WA

Retirement Strategies

Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
user avatar

Aili W

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Aili Wild is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has operated Freddy's Just for Halibut for 20 years and sells supplements independently through Tranont. Continental Investors Services primarily provides investment advisory and portfolio management services to individual retail clients, focusing on discretionary and non-discretionary account management with an emphasis on fixed income and municipal securities.

Wealth management
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Max K

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Max Kamp is a financial advisor at Continental Investors Services, Inc. with 49 years of industry experience. He has held his current role since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the proprietor of NW Financial Service, a business dealing in life insurance. Continental Investors Services, Inc. provides investment advisory and portfolio management services mainly to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, with particular emphasis on securities management in fixed income and municipal markets.

Wealth management
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Robert N

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Robert Nash is a financial advisor with Continental Investors Services, Inc. in Longview, Washington. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including prior roles at B. Riley Wealth Management and Hilltop SECURITIES, INC. He has been with Continental Investors Services since 2020. Continental Investors Services provides investment advisory and portfolio management primarily to individual retail clients, focusing on discretionary and non-discretionary securities account management rather than comprehensive financial planning. The firm has a team of nine advisors and emphasizes fixed income and municipal market trading.

Wealth management
user avatar

Betty T

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.

Betty Trembley is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 45 years of industry experience. She has been with Continental Investors Services since 1992. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on discretionary and non-discretionary investment account management rather than comprehensive financial planning. The firm emphasizes securities management and trading, including fixed income and municipal markets, and operates as a registered investment adviser in all 50 states.

Wealth management
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