Beau Irving Goff

Current Employers

Employment History

• 06/2016 → 02/2017
  Northwestern Mutual Investment Services Llc
  Grand Island, NE
• 02/2017 → Present
  Raymond James Financial Services, Inc.
  Madison, WI
• 04/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Madison, WI

Other Businesses

(1)Name of Business: Bethel Lutheran Foundation Address: 312 Wisconsin Ave, Madison, WI, 53703, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/21/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the investment committee for my church. Meeting with a group of 7 on a monthly basis to discuss the foundation account set up for the church. Will not be giving advice, making recommendations, or executing any type of trades. There is no payment for this position. (2)Name of Business: Goff Wealth Management Address: 5590 Monona Dr, Madison, WI, 53716, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: FA at branch (3)Name of Business: Goff Wealth Management Address: 5590 Monona Dr, Madison, WI, 53716-3131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/04/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: We are using Goff Wealth Management as our DBA. I am a financial advisor for our branch.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-21

Other Names

• Beau Irving Goff