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Nathan Cole Goodman

FAMILY INVESTMENT CENTER, INC.·SAINT JOSEPH, Missouri
Series 7, Series 66CFPClean record17 years registeredFAMILY INVESTMENT CENTER, INC.
3805 BECK ROAD, SAINT JOSEPH, MO 64506CRD# 5651502Firm CRD# 113799

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Cole Goodman · SAINT JOSEPH, MO
Registration
CRD #5651502 · FAMILY INVESTMENT CENTER, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

FAMILY INVESTMENT CENTER
Feb 2018 – present
BOK FINANCIAL ADVISORS
Nov 2014 – Jan 2018
OVERLAND PARK, KS
SECURIAN FINANCIAL SERVICES, INC.
Aug 2009 – Jun 2011
LEAWOOD, KS
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · August 5, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAMILY INVESTMENT CENTER, INC.
CRD 113799 · SEC 801-63744
AUM
$516M
Regulatory assets under management
Employees
16
1,918 client accounts
Services offered by FAMILY INVESTMENT CENTER, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing 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 FAMILY INVESTMENT CENTER, INC. →
Introduction

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05

Frequently Asked Questions

What services does Nathan Cole Goodman offer?
Nathan Cole Goodman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT JOSEPH, Missouri for a consultation.
What are Nathan Cole Goodman's credentials?
Nathan Cole Goodman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Nathan Cole Goodman located?
Nathan Cole Goodman is based in SAINT JOSEPH, Missouri, working with FAMILY INVESTMENT CENTER, INC.. Their office serves clients in the SAINT JOSEPH metropolitan area and surrounding communities.
How does Nathan Cole Goodman charge for services?
Nathan Cole Goodman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY INVESTMENT CENTER, INC.?
FAMILY INVESTMENT CENTER, INC. has approximately 16 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAMILY INVESTMENT CENTER, INC.

Samuel Dean Harrison
SAINT JOSEPH, MO
CFP
Steven J Thaler
SAINT JOSEPH, MO
Laura Eileen Holthaus
SAINT JOSEPH, MO
Richard Christopher Salmen
SAINT JOSEPH, MO
Taren Rae Mcmurray
SAINT JOSEPH, MO
Thaddus "dan" S Danford
SAINT JOSEPH, MO

More Advisors in SAINT JOSEPH, Missouri

Janice Elaine Coder
FAMILY INVESTMENT CENTER, INC.·SAINT JOSEPH, MO

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Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
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Research
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