Goeun Choi
Investment adviser representative at Buchanan Wealth Management
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Buchanan Wealth ManagementJun 2018 to now
- LPL Financial LLCJun 2018 to now
- Freddy's Frozen Custard & SteakburgersMay 2018 to Jun 2018
- United We DreamMay 2017 to May 2018
- Freddy's Frozen Custard & SteakburgersDec 2016 to Jan 2017
- Dickinson CollegeAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, VA).
Buchanan Wealth Management
Legal name: Buchanan Wealth Management, LLC
$212MAssets managed
185Clients
2Advisers
4 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
- 6964788
- Firm CRD
- 316629