Unclaimed Profile

Marcos Christian Goodman

GBG WEALTH MANAGEMENT LLC·LONE TREE, Colorado

Series 65Clean record1 years registeredGBG WEALTH MANAGEMENT LLC

10465 PARK MEADOWS DR, LONE TREE, CO 80124CRD# 7987438Firm CRD# 333368

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcos Christian Goodman · LONE TREE, CO

Registration

CRD #7987438 · GBG WEALTH MANAGEMENT LLC · 1 years registered

Brand Profile

Not yet started

Career History

GBG WEALTH MANAGEMENT LLC

Dec 2024 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 2, 2024

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GBG WEALTH MANAGEMENT LLC

CRD 333368 · SEC 801-131408

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by GBG WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GBG WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Marcos Christian Goodman offer?

Marcos Christian Goodman specializes in Financial Planning, Investment Management. Contact their office in LONE TREE, Colorado for a consultation.

What are Marcos Christian Goodman's credentials?

Marcos Christian Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcos Christian Goodman located?

Marcos Christian Goodman is based in LONE TREE, Colorado, working with GBG WEALTH MANAGEMENT LLC. Their office serves clients in the LONE TREE metropolitan area and surrounding communities.

How does Marcos Christian Goodman charge for services?

Marcos Christian Goodman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GBG WEALTH MANAGEMENT LLC?

GBG WEALTH MANAGEMENT LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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