Benjamin Daniel Goethel

Employer firm

Private Wealth Asset Management CRD 315819

$2.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• 401K ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2023 → Present
  Private Wealth Asset Management
  Omaha, NE
• 03/2018 → 03/2023
  Wells Fargo Private Bank
  Omaha, NE
• 10/2014 → 03/2018
  Carson Wealth Mangment
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-13

Other Names

• Benjamin D Goethel