Mark Dennis Goff

Current Employers

Employment History

• 01/1986 → Present
  Raymond James Financial Services, Inc.
  Madison, WI
• 01/2009 → Present
  Goff Investment Group
  Madison, WI
• 06/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Madison, WI
• 01/2023 → Present
  Goff Wealth Management
  Madison, WI

Other Businesses

(1)Name of Business: American Brokerage Services, Inc Address: 5590 Monona Dr, Monona, WI, 53716-3131, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would be selling fixed annuities through insurance companies they represent.\nThey are a brokerage general agency working with 7,000 agents around the country, and using 80 different insurance companies. (2)Name of Business: Elco Mutual Address: 5590 Monona Dr, Monona, WI, 53716-3131, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/02/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be selling fixed annuities. (3)Name of Business: Goff Wealth Management Address: 5590 Monona Dr, Madison, WI, 53716-3131, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/04/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: We are using Goff Wealth Management as our DBA moving forward. I am the branch manager of branch 76U and I am a 1099 independent contractor with Raymond James. No changes to my current role is changing, we are just using Goff Wealth Management as our DBA now.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-20
• S63 Uniform Securities Agent State Law Examination
  1986-03-25