Stanislav Godsky

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2020 → Present
  Ae Financial Services, Llc
  Topeka, KS
• 05/2018 → Present
  Liberty Wealth Management
  Oakland, CA
• 12/2015 → 09/2020
  Liberty Group, Llc
  Oakland, CA
• 09/2015 → Present
  Lifetime Planning Marketing, Inc,
  Oakland, CA

Previous Registrations

• 2016-08-18 → 2018-10-10
  Liberty Group, Llc
  Oakland, CA

Other Businesses

Lifetime Marketing & Planning, Inc.; Not Investment Related; 411 30th Street, 2nd Floor, Oakland, CA; Insurance sales and services; Licensed Insurance Agent; 9/2015; Insurance producer/agent soliciting, offering, and selling life insurance and variable products, and services and receiving separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firm he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. AEFS - AE Financial Services, LLC; Yes Investment Related; 2950 SW McClure Road, Topeka, KS 66614; Broker-Dealer; Registered Representative; 08/2020; Approx. 1hr/Mo; Approx. 1hr/Mo during Securities Trading Hours; Providing brokerage and securities sales and services. Liberty Wealth Management, LLC; Yes Investment Related; 411 30th St, 2nd Fl, Oakland CA 94609; RIA; Investment Advisor Representative; 5/17/2018; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours; I am a Wealth Advisor (IAR) at an RIA. I provide financial planning and active management services for the firm's clients.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-17

Designations

• Certified Financial Planner

Other Names

• Stanislav Pshegodskyy
• Stanislav Pshegodsky