Don Goetcheus, CFP®

VP - Financial Consultant

+1 616-464-1251

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

34 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Wealth Advisor, Ameriprise Financial, 2012-2023
  • Wealth Advisor, Morgan Stanley, 2004-2012
  • Wealth Advisor, Wells Fargo Advisors, 1996-2004
  • Investment Advisor, FMB Securities, 1994-1996
  • Investment Advisor, Royal Securities, 1993-1994

Education

  • BA, Financial Administration, Michigan State University

Personal interests and affiliations

  • GR Tri, Committee member
  • MiTi, Committee member

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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