Erin Elizabeth Goss
Investment adviser representative at Blue Chip Partners, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets
Are you Erin Elizabeth Goss? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Blue Chip Partners, Inc.Sep 2021 to now
- Plante Moran Financial Advisors, LLCJan 2005 to Sep 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MI).
Blue Chip Partners, LLC
$1.9BAssets managed
1,007Clients
19Advisers
21 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
- 4572753
- Firm CRD
- 132437