Sahana Madhanagopal

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Grand Rapids, MI 49546

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CRD#: 7694502

Professional summary

Sahana Madhanagopal is a registered financial advisor currently at LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT located in Grand Rapids, Michigan.

Sahana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Sahana has worked at 2 firms and has passed the Series 63, Series 87, Series 7TO and SIE exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sahana Madhanagopal'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

April 17, 2024 - Present

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Office #1: 625 Kenmoor Ave Se Suite 209, Grand Rapids, MI 49546

RIA

CRD#: 168831

Grand Rapids, MI

Past

August 5, 2023 - March 11, 2024

MACQUARIE CAPITAL (USA) INC.

CRD#: 36368

NEW YORK, NY

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".

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

INVESTMENT COUNSEL A DIVISION OF LAFLEUR & GODFREY LLC | LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT | LAFLEUR & GODFREY LLC

CRD#: 168831 / SEC#: 801-78536

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

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
(4/17/2024)

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

Series 63

Date: 9/6/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 9/15/2023

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7TO

Date: 8/5/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/22/2023

Securities Industry Essentials Examination

Current Firm

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

INVESTMENT COUNSEL A DIVISION OF LAFLEUR & GODFREY LLC | LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT | LAFLEUR & GODFREY LLC

CRD#: 168831 / SEC#: 801-78536

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

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Contact information

Main Address

625 Kenmoor Ave Se Suite 209, Grand Rapids, MI 49546

Mailing Address

Phone number

(616) 942-1580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAFLEUR & GODFREY LLC ADV BROCHURE PART 2A - OTHER THAN ANNUAL (10/31/2025)

Regulatory assets under management

Total Number of Accounts	811
AUM (Assets Under Management)	$ 927,418,738

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.

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Sahana Madhanagopal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sahana Madhanagopal's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

MACQUARIE CAPITAL (USA) INC.

Primary Firm SEC Registration

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 9/6/2023

Series 87

Date: 9/15/2023

Series 7TO

Date: 8/5/2023

SIE

Date: 6/22/2023

Current Firm

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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