Markus William Goff

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 05/2018 → Present
  Raymond James Financial Services, Inc.
  Madison, WI
• 08/2015 → 05/2018
  University Of Wisconsin
  Madison, WI
• 05/2017 → 08/2017
  The Grounds Guys
  Cottage Grove, WI
• 01/2023 → 01/2025
  Goff Wealth Management
  Madison, WI

Other Businesses

(1)Name of Business: Goff Wealth Management Address: 5590 Monona Dr, Madison, WI, 53716, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee 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

Exams

• S66 Uniform Combined State Law Examination
  2020-05-28