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- Custodian
- Capital Group · Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-1983
- Office Locations
- 1
Office Locations
About Googins Advisors, INC
Googins Advisors, Inc. is a Middleton, WI-based RIA providing comprehensive financial planning and discretionary portfolio management for individuals and families, including retirement, tax, and estate planning and insurance guidance. The firm emphasizes asset allocation and risk management, implemented primarily with mutual funds and ETFs, with custody through firms such as Charles Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LOUISE PAULSON GOOGINS
Advisor, Chief Compliance Officer, President, TREASURER
- CRD
- #857700
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LYNNE RIPPLE GOLDSMITH
Financial Advisor, General Partner
- CRD
- #2969176
Dayton Raymond Hoffmann
Associate
- CRD
- #7559109
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $501,043,111 | $297,002 |
| Non-Discretionary | $0 | -- |
| Total | $501,043,111 | $297,002 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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