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Robert Joseph Goodmanson

WEILD & CO.
BOULDER, CO
·CRD# 726865·45 years experience

Professional Summary

Robert Joseph Goodmanson, who also goes by Robert Joseph Goodmanson, Robert Goodmanson, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Joseph Goodmanson, Robert Goodmanson

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

45 years in the financial services industry

Current & Past Employments

WEILD & CO.·CRD# 132398
BD
777 29th Street Suite 402, Boulder, CO 80303
November 5, 2024 - Present
TEALWOOD ASSET MANAGEMENT·CRD# 105245
RIA
Minneapolis, MN
January 31, 2018 - July 27, 2021
MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587
RIA
Golden Valley, MN
July 6, 2016 - April 26, 2017
MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587
BD
Golden Valley, MN
July 6, 2016 - April 26, 2017
MAXWELL SIMON, INC.·CRD# 12667
RIA
Minneapolis, MN
May 3, 2012 - July 1, 2016
MAXWELL SIMON, INC.·CRD# 12667
BD
Minneapolis, MN
January 18, 2008 - July 1, 2016
LIBERTY PARTNERS FINANCIAL SERVICES, LLC·CRD# 130390
BD
Raleigh, NC
November 12, 2007 - January 8, 2008
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.·CRD# 42941
BD
Golden Valley, MN
July 16, 2002 - October 17, 2007
ROBERT W. BAIRD & CO. INCORPORATED·CRD# 8158
BD
Milwaukee, WI
February 5, 1988 - July 18, 2002
TUCKER ANTHONY INCORPORATED·CRD# 837
BD
January 3, 1986 - February 18, 1988
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
July 8, 1983 - January 9, 1986
JOHN G. KINNARD AND COMPANY, INCORPORATED·CRD# 466
BD
March 23, 1981 - July 5, 1983

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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)

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

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Colorado
(11/19/2024)
RR
Minnesota
(4/21/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2025About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Nov 2002About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2024About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1981About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Jul 2008About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Nov 2007About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed May 1989
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robert Joseph Goodmanson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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