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Brenda Goeken

19 Years of Experience
Carmel, IN
Broker

Brenda Goeken is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 19 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12711 N. Meridian Street, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
December 2019 - Present · 6 yrs 5 mos
Capital Client Group, INC.
December 2019 - Present · 6 yrs 5 mos
Capital Client Group, INC.Broker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.
November 2018 - November 2019 · 1 yr
Ameriprise Financial Services, INC.Broker
November 2018 - November 2019 · 1 yr
Edward Jones
January 2007 - November 2018 · 11 yrs 10 mos
Edward JonesBroker
July 2006 - November 2018 · 12 yrs 4 mos
State Registrations1 state
IN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.