Go Wealth Management

CRD 290254 · Eugene, OR · $208.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 290254
SEC number: 801-123534
Firm type: RIA
Assets under management: $208.4M as of Feb 25, 2026
Website: www.facebook.com/pages/OConnell-Investment-Insurance-Services/531558763697934 ↗
Phone: 541-338-7631
Address: 4710 Village Plaze Loop, Eugene, OR, 97401

Advisors at this firm

9 in our index · page 1 of 1

Christopher Lynn BerryCRD 6234644 · Elmira, OR

IA RegisteredRegistration inactive
Collin M BryceCRD 4793496 · Gilbert, AZ

IA Registered
Mark N. DougalCRD 4659447 · Nampa, ID

IA RegisteredRegistration inactive

Disclosure event(s) on record
Gwendolyn Sue O'connellCRD 4326521 · Eugene, OR

IA RegisteredRegistration inactive
Brenda SteinCRD 6254128 · Grant Pass, OR

IA RegisteredRegistration inactive
Selene Larena SullivanCRD 5837051 · Eugene, OR

IA Registered
Darin R SwallCRD 7012548 · Eugene, OR

IA RegisteredRegistration inactive
Donald Lyman WatsonCRD 3110609 · Medford, OR

IA RegisteredRegistration inactive
Andrea Michelle WhitmireCRD 7770101 · Gilbert, AZ

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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