Randell John Godsell

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 09/2015 → 04/2019
  Sva Plumb Wealth Management, Llc
  Brookfield, WI
• 08/2016 → 12/2020
  Sva Plumb Wealth Management, Llc
  Madison, WI
• 04/2019 → 12/2020
  Sva Wealth Management, Llc
  Madison, WI
• 01/2021 → Present
  Wealth Enhancement Group
  Brookfield, WI
• 01/2021 → Present
  Wealth Enhancement Advisory Services
  Brookfield, WI

Previous Registrations

• 2013-11-12 → 2021-01-13
  Sva Wealth Management, Llc
  Madison, WI
  Brookfield, WI
• 2010-07-09 → 2013-11-06
  Godsell & Hughes Financial, Inc.
  Menominee Falls, WI
• 2004-05-18 → 2010-07-20
  Richardson Capital Management, Llc
  Menomonee Falls, WI
• 2000-05-08 → 2004-12-31
  First Heartland Consultants, Inc.
  Menomonee Falls, WI

Other Businesses

Lake Country Classical Academy - Non-Investment Related - Oconomowoc, WI - Board President - Start Date: 02/2024 - 8 hours/month, 0 hours during trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-23
• S65 Uniform Investment Adviser Law Examination
  1994-12-23

Designations

• Certified Financial Planner

Other Names

• Randy Godsell