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Colby Goodner

5 Years of Experience
Des Moines, WA
BrokerSells Insurance

Colby Goodner is a registered investment advisor, based in Des Moines, WA, with 5 years of industry experience.

Location

22307 Marine View Dr S, Ste 101, Des Moines, WA, 98198

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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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Other Business ActivitiesSells Insurance

Colby works full-time as an assistant at Dixie's Tax & Financial Services, providing accounting services and tax preparation. Additionally, Colby is an insurance agent for JSA and a manager at DMM Senior Insurance LLC, assisting seniors with Medicare plans, and owns Coastal Breeze LLC, investing in rental property.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
April 2021 - September 2025 · 4 yrs 5 mos
Avantax Investment Services, INC.Broker
September 2020 - September 2025 · 5 yrs
State Registrations7 states
AZCTIDKYNMORWA
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.
Colby Goodner - Financial Advisor | TrueAdvisor