Erik T. Goodge
UVEST ADVISORY GROUP
Newburgh, IN
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CRD#: 6562264
Professional summary
Erik Thomas Goodge, CFP® is a registered financial advisor currently at UVEST ADVISORY GROUP, LLC located in Newburgh, Indiana.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Erik has worked at 3 firms and has passed the Series 65 exam.
Biography
Hi I'm Erik Goodge, CFP®, owner of uVest Advisory; thank you very much for checking out my profile! Here's a little bit of background on me!
I am from Evansville, Indiana and a proud veteran of the United States Marine Corps (07-12). In August of 2009, I was wounded in Afghanistan's Helmand Province by a pressure plate improvised explosive device (IED). I was awarded a Purple Heart for wounds received in action and a Navy and Marine Corps Achievement with Valor Medal for heroic actions under fire. There were some challenges during my time in the Marine Corps but I don't regret one moment of it; I learned a lot!
I began my higher education journey in 2013 and by 2015 while in school full-time, I decided to pursue an Investment Advisory license. I started advising close friends and family while earning a B.S. in Economics and Cognitive Science and a minor in Philosophy at the University of Evansville. I graduated Magna Cum Laude in 2017 and launched uVest Advisory Group, LLC to offer real financial planning solutions to self-employed Millennials (like myself!).
I'm a serious nerd when it comes to financial markets and economics but I have some other passions too. I am intensely interested in reading, learning, and self-development; an interest I developed after recovering from a serious brain injury as a result of my wounds in combat. I also love challenging myself in the gym and with long runs. My "great escapes" are fly fishing and playing guitar. But most of all, I cherish time with my two little girls, my wife, and 2 dogs.
Question & Answer
What are your service offerings?
Small Business Planning
Socially Responsible Investing
Debt Management
Investment Planning
Budgeting
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Financial Psychology/Coaching
High Net Worth Client Needs
Investment Advice with Ongoing...
Middle Income Client Needs
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.
uVest Advisory Group, LLC / Investment Related / Newburgh, IN / Investment Advisor / Owner / Jan 2018 / 150 hrs per month / 150 hrs during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Erik Thomas Goodge'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
February 1, 2018 - Present
UVEST ADVISORY GROUP, LLC
RIA
CRD#: 292564
Newburgh, IN
Past
January 3, 2022 - March 10, 2023
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Newburgh, IN
Past
October 1, 2015 - January 5, 2018
ENDRESS CAPITAL MANAGEMENT, L.L.C.
RIA
CRD#: 154901
EVANSVILLE, IN
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
Indiana(2/1/2018)
IAR
Louisiana(3/19/2024)
IAR
Texas(3/5/2024)
Current Firm
UVEST ADVISORY GROUP, LLC
UVEST ADVISORY GROUP, LLC
CRD#: 292564 / SEC#:
Illinois
Registered Investment Advisory firm - (12/14/2020 Terminated)Indiana
Registered Investment Advisory firm - (2/1/2018 Approved)Louisiana
Registered Investment Advisory firm - (3/19/2024 Approved)Texas
Registered Investment Advisory firm - (2/20/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Newburgh, IN
Mailing Address
Phone number
(812) 499-5252
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 7,089,182 |
Red Flags
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