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Steven Scott Goodell

Investment adviser representative at Endeavor Private Wealth, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$595.3MFirm 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 fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Endeavor Private Wealth, Inc.Sep 2025 to now
  2. Wells Fargo Clearing Services, LLCNov 2016 to Sep 2025
  3. Wells Fargo Advisors, LLCFeb 2014 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

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

Endeavor Private Wealth, Inc.

$595.3MAssets managed
535Clients
12Advisers
5 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
5794800
Firm CRD
313053
Advisor's SEC record (opens in a new tab)
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