Cole Shugart
Investment adviser representative at Godsey & Gibb Wealth Management
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Godsey & Gibb Wealth ManagementJul 2025 to now
- UnemployedApr 2025 to Jun 2025
- Equitable Advisors, LLCAug 2024 to Mar 2025
- Agee's BicyclesMay 2024 to Jan 2025
- Nmsu- Arrowhead Development CenterJan 2023 to Jun 2023
- Fleet FeetMay 2022 to May 2024
- Nmsu- Communications DepartmentMay 2022 to Dec 2022
- New Mexico State UniversityAug 2021 to May 2023
- University of PortlandAug 2016 to Aug 2021
- Cowan Gates Law FirmJun 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Godsey & Gibb Wealth Management
Legal name: Godsey & Gibb Inc
$1.6BAssets managed
831Clients
14Advisers
41 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
- 7971615
- Firm CRD
- 105650