Steven S. Goodell

ENDEAVOR PRIVATE WEALTH

Boulder, CO 80302

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CRD#: 5794800

Professional summary

Steven Scott Goodell, CFP®, CPWA® is a registered financial advisor currently at ENDEAVOR PRIVATE WEALTH, INC. located in Boulder, Colorado.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Steven has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AZTEC BROTHERS, LLC, INVT RELATED, BOULDER, CO, 33% OWNERSHIP, START DATE 9/7/2022, 10 HRS PER MONTH, 1 HR DURING TRADING, MANAGE RENOVATION OF RESIDUAL PROPERTY IN BOULDER CO. GOODELL WEALTH MANAGEMENT LLC, DBA ENDEAVOR PRIVATE WEALTH ; INV. RELATED; BOULDER, CO; 100% OWNERSHIP; MR. GOODELL IS A 1099 EMPLOYEE OF EPW; START DATE 10/14/2024; 200 HOURS PER MONTH; 130 HOURS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Scott Goodell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-06-27

Expire date: 2023-05-31

Experience

Current

September 8, 2025 - Present

ENDEAVOR PRIVATE WEALTH, INC.

Office #1: 1800 Broadway, Suite 100, Boulder, CO 80302

RIA

CRD#: 313053

Boulder, CO

Past

February 12, 2014 - September 16, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOULDER, CO

Past

February 12, 2014 - September 16, 2025

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOULDER, CO

Past

February 29, 2012 - February 21, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

YUMA, AZ

Past

December 12, 2011 - February 21, 2014

LPL FINANCIAL LLC

CRD#: 6413

YUMA, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(9/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2011

General Securities Representative Examination

Current Firm

ENDEAVOR PRIVATE WEALTH, INC.

CRD#: 313053 / SEC#: 801-120702

RIA

Registered Investment Advisory firm - (4/5/2021 Approved)

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Contact information

Main Address

Townsite Plaza 3 120 Se 6th Ave Suite 110, Topeka, KS, 66603

Mailing Address

Phone number

(785) 329-2510

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENDEAVOR PRIVATE WEALTH FORM ADV PART 2A BROCHURE (9/8/2025)

ENDEAVOR PRIVATE WEALTH WRAP BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	1,679
AUM (Assets Under Management)	$ 352,817,232

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Steven S. Goodell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Scott Goodell's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

ENDEAVOR PRIVATE WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2011

Current Firm

ENDEAVOR PRIVATE WEALTH, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR PRIVATE WEALTH, INC.

TRUST BUT VERIFY

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