Steven Scott Goodell

Employer firm

Endeavor Private Wealth, Inc. CRD 313053

$595M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 02/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Denver, CO
• 11/2016 → 09/2025
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 09/2025 → Present
  Endeavor Private Wealth, Llc
  Boulder, CO

Previous Registrations

• 2014-02-12 → 2025-09-16
  Wells Fargo Clearing Services, Llc
  Boulder, CO
  Denver, CO
  Boulder, CO
  Boulder, CO
  Boulder, CO
  Denver, CO
  Dillon, CO
  Boulder, CO
• 2012-02-29 → 2014-02-21
  Lpl Financial Llc
  Yuma, AZ

Other Businesses

AZTEC BROTHERS, LLC, INVT RELATED, BOULDER, CO, 33% OWNERSHIP, START DATE 9/7/2022, 10 HRS PER MONTH, 1 HR DURING TRADING, MANAGE RENOVATION OF RESIDUAL PROPERTY IN BOULDER CO. GOODELL WEALTH MANAGEMENT LLC, DBA ENDEAVOR PRIVATE WEALTH ; INV. RELATED; BOULDER, CO; 100% OWNERSHIP; MR. GOODELL IS A 1099 EMPLOYEE OF EPW; START DATE 10/14/2024; 200 HOURS PER MONTH; 130 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-27

Designations

• Certified Financial Planner