Timothy John Goodwin

Employer firm

Goodwin Investment Advisory CRD 131193

$397M regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Goodwin Investment Advisory
  Canton, GA
• 10/2017 → Present
  Msce Stewardship, Llc
  Canton, GA

Other Businesses

In October 2017, Tim Goodwin founded MCSE Stewardship, LLC that currently serves as the general partner of the Goodwin Real Estate Fund, LP and Goodwin Real Estate Fund II. As of January 1, 2021, Tim position changed from sole owner and president to co-manager and 50% owner. On average Tim spends 20 hours per month in this role. This is an investment-related business. Some hours occur during normal trading hours. The business address is 121 E. Main St. #201 Canton GA 30114.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-09-25
• S65 Uniform Investment Adviser Law Examination
  2003-08-07

Designations

• Certified Financial Planner

Other Names

• Tim John Goodwin