Paul Jeffery Gottshall

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

• 10/2009 → Present
  Raymond James Financial Services
  Manitowoc, WI
• 11/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Manitowoc, WI
• 04/2016 → 12/2017
  Cgh Advisory Llc
  Manitowoc, WI

Previous Registrations

• 1998-03-10 → 2009-11-02
  Edward Jones
  Manitowoc, WI

Other Businesses

(1)Name of Business: Gottshall Captal Partners,LLC. Address: 3007 Calumet Ave, Manitowoc, WI, 54220, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member (2)Name of Business: Lake Edge Wealth Advisors Address: 3007 Calumet Ave, Manitowoc, WI, 54220-5419, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 06/13/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Run operations of Lake Edge and provide financial advice. Provide investment management to clients. (3)Name of Business: PJG Real Estate, LLC Address: 3616 S 10th St, Manitowoc, WI, 54220, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental Property that have had since 1997

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-16
• S63 Uniform Securities Agent State Law Examination
  1985-12-31

Other Names

• Paul J Gottshall