Brenda D. Stein
GO WEALTH MANAGEMENT
MEDFORD, OR 97501
Some features on this profile are disabled
CRD#: 6254128
Professional summary
Brenda Deleen Stein, CFP®, who also goes by Brenda Deleen Hood, Brenda Deleen Snodderly, Brenda Stein, Brenda Deleen Stein, is a registered financial advisor currently at GO WEALTH MANAGEMENT located in Medford, Oregon.
Brenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brenda has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brenda Deleen Hood | Brenda Deleen Snodderly | Brenda Stein | Brenda Deleen Stein
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.
1) Pacific Crest Wealth Management. Managing Member. DBA name used for investment advisory services offered through SEC RIA, Go Wealth Management. 04/2024. 0 hrs/mnth. 0 hrs/ trading hrs. Bookkeeping entity used for advisory income received and marketing purposes only. 2) Brenda Stein Trust. Rental Property. Not investment related. 1641 Mono Avenue Minden, NV 89423. Rental Property. Owner. 6/15/2010. 0 hrs/mnth. 0 hrs/ trading hrs. Maintain property. 3) Fixed Insurance; 3255 Hillcrest Park Drive #108 Medford, OR 97504; Fixed Insurance; Agent; 5/17/2023; 1 hr per month/1 hr during trading; Selling fixed insurance to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Brenda Deleen Stein'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®
Start date: 2020
Experience
Current
March 25, 2024 - Present
GO WEALTH MANAGEMENT
Office #1: 33 N Central Avenue #306, Medford, OR 97501RIA
CRD#: 290254
MEDFORD, OR
Past
March 18, 2024 - March 19, 2024
GO WEALTH MANAGEMENT
RIA
CRD#: 290254
EUGENE, OR
Past
September 29, 2023 - April 1, 2024
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
MEDFORD, OR
Past
September 29, 2023 - April 1, 2024
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
MEDFORD, OR
Past
June 3, 2020 - October 3, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
MEDFORD, OR
Past
May 7, 2018 - September 29, 2023
SEACREST WEALTH MANAGEMENT, LLC
RIA
CRD#: 147092
Medford, OR
Past
February 3, 2014 - May 7, 2018
EDWARD JONES
RIA
CRD#: 250
MEDFORD, OR
Past
November 18, 2013 - May 7, 2018
EDWARD JONES
BD
CRD#: 250
MEDFORD, OR
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".
GW
GO WEALTH MANAGEMENT
GO WEALTH MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD#: 290254 / SEC#: 801-123534
RIA
Registered Investment Advisory firm - (3/25/2022 Approved)Arkansas
Registered Investment Advisory firm - (3/28/2022 Terminated)California
Registered Investment Advisory firm - (4/27/2022 Terminated)Idaho
Registered Investment Advisory firm - (3/28/2022 Terminated)North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)Oregon
Registered Investment Advisory firm - (5/9/2022 Terminated)Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)Washington
Registered Investment Advisory firm - (4/29/2022 Terminated)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
Oregon(3/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GO WEALTH MANAGEMENT
GO WEALTH MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD#: 290254 / SEC#: 801-123534
RIA
Registered Investment Advisory firm - (3/25/2022 Approved)Arkansas
Registered Investment Advisory firm - (3/28/2022 Terminated)California
Registered Investment Advisory firm - (4/27/2022 Terminated)Idaho
Registered Investment Advisory firm - (3/28/2022 Terminated)North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)Oregon
Registered Investment Advisory firm - (5/9/2022 Terminated)Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)Washington
Registered Investment Advisory firm - (4/29/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4710 Village Plaze Loop Suite 240, Eugene, OR 97401
Mailing Address
Phone number
(541) 338-7631
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 446 |
| AUM (Assets Under Management) | $ 165,634,211 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
