Paul Gottshall
Paul Gottshall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Manitowoc, WI, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3007 Calumet Avenue, Manitowoc, WI, 54220
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business Activities
Paul is a managing member of Gottshall Captal Partners, LLC and an associate/employee at Lake Edge Wealth Advisors, where he runs operations and provides financial advice. He also owns PJG Real Estate, LLC, a rental property he has had since 1997, dedicating a few hours per week to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.