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Lynne Ripple Goldsmith

Investment adviser representative at Googins Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$565.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Googins Advisors, Inc.Aug 2021 to now
  2. RetiredApr 2016 to Aug 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (WI).

Googins Advisors, Inc.

$565.5MAssets managed
796Clients
4Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2969176
Firm CRD
13985
Advisor's SEC record (opens in a new tab)
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