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RG

Robert J. Goodmanson

WEILD & CO.
Boulder, CO 80303
Some features on this profile are disabled
CRD#: 726865
RG

Professional summary

Robert Joseph Goodmanson, who also goes by Robert Joseph Goodmanson, Robert Goodmanson, is a registered financial professional currently at WEILD & CO. located in Boulder, Colorado.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1981. Robert has worked at 10 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert Joseph Goodmanson | Robert Goodmanson

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) - BD

Click below to view Robert Joseph Goodmanson'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®
None

Experience

Current

November 5, 2024 - Present

WEILD & CO.

Office #1: 777 29th Street Suite 402, Boulder, CO 80303
BD
CRD#: 132398
Boulder, CO
Past

January 31, 2018 - July 27, 2021

TEALWOOD ASSET MANAGEMENT

RIA
CRD#: 105245
MINNEAPOLIS, MN
Past

July 6, 2016 - April 26, 2017

MOMENTUM INDEPENDENT NETWORK INC.

RIA
CRD#: 17587
Golden Valley, MN
Past

July 6, 2016 - April 26, 2017

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
Golden Valley, MN
Past

May 3, 2012 - July 1, 2016

MAXWELL SIMON, INC.

RIA
CRD#: 12667
MINNEAPOLIS, MN
Past

January 18, 2008 - July 1, 2016

MAXWELL SIMON, INC.

BD
CRD#: 12667
MINNEAPOLIS, MN
Past

November 12, 2007 - January 8, 2008

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
RALEIGH, NC
Past

July 16, 2002 - October 17, 2007

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 42941
GOLDEN VALLEY, MN
Past

February 5, 1988 - July 18, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

January 3, 1986 - February 18, 1988

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

July 8, 1983 - January 9, 1986

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

March 23, 1981 - July 5, 1983

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(11/19/2024)
RR
Minnesota
(4/21/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/21/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/5/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/7/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/1981
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 7/23/2008
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/13/2007
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 5/2/1989
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

W&
WEILD & CO.
CMA PARTNERS, LLC | WEILD CAPITAL, LLC | WEILD & CO., LLC | WEILD & CO. | THE NATIONAL RESEARCH STANDARD, INC. | THE NATIONAL RESEARCH STANDARD | THE NATIONAL RESEARCH EXCHANGE | ISSUWORKS CAPITAL, LLC

CRD#: 132398 / SEC#: , 8-66593

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
777 29th Street Suite 402, Boulder, CO 80303
Mailing Address
777 29th Street Suite 402, Boulder, CO 80303
Phone number
(303) 223-9621
Established
New York since 10/22/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WEILD & CO., INC.SOLE MEMBER
ONESTO, RICHARD ERNESTFINOP2453096
WEILD, DAVID IVMEMBER, CHAIRMAN AND CEO1336395
WEILD, DAVID IVCHIEF COMPLIANCE OFFICER, AML PRINCIPAL1336395

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.

Company Information

WEILD & CO.

CRD#: 132398Boulder, CO 80303

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