Stephanie A. Trexler

GOLDEN GOOSE WEALTH PLANNING

Ada, MI

Some features on this profile are disabled

CRD#: 6245822

Professional summary

Stephanie Anne Trexler, CFP®, who also goes by Stephanie Anne Mushna, is a registered financial advisor currently at GOLDEN GOOSE WEALTH PLANNING located in Ada, Michigan.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Stephanie has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Financial Psychology/Coaching

Generation X

High Net Worth Client Needs

Question & Answer

What are your service offerings?

Retirement Planning

Budgeting

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Divorce Planning

Investment Planning

Education Planning

Life Transitions

Small Business Planning

Estate Planning

Inheritance

Debt Management

Tax Planning

Retirement Income Management

Insurance Planning

Social Security Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Stephanie Anne Mushna

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Anne Trexler's 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^®

CRD#: 18697

SOUTHFIELD, MI

Past

December 23, 2013 - September 5, 2014

DOMINION INVESTOR SERVICES, INC.

CRD#: 21548

LANSING, MI

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

Michigan
(12/18/2020)

IAR

Texas
(4/30/2024)

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: 2/11/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2013

General Securities Representative Examination

Current Firm

GOLDEN GOOSE WEALTH PLANNING

GOLDEN GOOSE WEALTH PLANNING | GOLDEN GOOSE WEALTH PLANNING, LLC

CRD#: 311595 / SEC#:

Michigan

Registered Investment Advisory firm - (11/25/2020 Approved)

Texas

Registered Investment Advisory firm - (4/26/2024 Conditional Restricted)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Ada, MI

Mailing Address

2100 E Beltline Ave Ne Suite G #102, Grand Rapids, MI 49525

Phone number

(616) 256-0216

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 4,891,333

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephanie A. Trexler

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Anne Trexler's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDEN GOOSE WEALTH PLANNING

ORIGIN INVESTMENT ADVISORY LLC

GRAND WEALTH MANAGEMENT, LLC

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

DOMINION INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/11/2014

SIE

Date: 4/12/2017

Series 7

Date: 12/21/2013

Current Firm

GOLDEN GOOSE WEALTH PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOLDEN GOOSE WEALTH PLANNING

TRUST BUT VERIFY

Similar Advisors