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Louise Paulson Googins

GOOGINS ADVISORS, INC.·MIDDLETON, Wisconsin
SIE, Series 1, Series 7, Series 14, Series 24, Series 28, Series 63, Series 99TOClean record27 years registeredGOOGINS ADVISORS, INC.
6417 UNIVERSITY AVENUE, MIDDLETON, WI 53562CRD# 857700Firm CRD# 13985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louise Paulson Googins · MIDDLETON, WI
Registration
CRD #857700 · GOOGINS ADVISORS, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

Sep 1998present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 14
Series 24
Series 28
Series 63
Series 99TO
Registration record
First registered · September 1, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOOGINS ADVISORS, INC.
CRD 13985 · SEC 801-68432
AUM
$429M
Regulatory assets under management
Employees
8
1,659 client accounts
Services offered by GOOGINS ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Louise Paulson Googins offer?
Louise Paulson Googins specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.
What are Louise Paulson Googins's credentials?
Louise Paulson Googins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louise Paulson Googins located?
Louise Paulson Googins is based in MIDDLETON, Wisconsin, working with GOOGINS ADVISORS, INC.. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.
How does Louise Paulson Googins charge for services?
Louise Paulson Googins's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOOGINS ADVISORS, INC.?
GOOGINS ADVISORS, INC. has approximately 8 employees and manages $429M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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