Golden State Wealth Management, LLC

Robert Ogden is a CFP® professional with 28 years of industry experience. He is currently with Golden State Wealth Management, LLC and has prior experience running Ogden Wealth Management & Planning Services, LLC, as well as providing CPA services. Ogden continues to maintain his CPA credentials alongside his financial advisory practice. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities through discretionary asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance, operating a multi-branch structure with several affiliated registered advisers.

Earl Rideau is a financial advisor with Golden State Wealth Management, LLC in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been affiliated with Golden State Wealth Management since 2016 and previously worked with LPL Financial and Lake Avenue Financial. Outside of his advisory role, he is involved with Earl B. Rideau, LLC, a business entity used for tax and investment purposes. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs diverse analytical approaches and offers tailored advice based on client objectives and risk tolerance, managing portfolios composed of various securities and operating a wrap-fee program.

Fredric Jurmu is a financial advisor at Golden State Wealth Management, LLC with 38 years of industry experience. He holds a Series 63 designation and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities by providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Justin Peek is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Golden State Wealth Management, LLC in Carlsbad, CA, having previously worked at Edward Jones for 18 years and LPL Financial LLC. Peek is also a licensed insurance agent involved in selling life, long-term care, and health insurance products. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Conrad Travassos is a financial advisor with Golden State Wealth Management, LLC holding a Series 66 designation. He has been in the industry since 2024 and has experience working with LPL Financial and PEEK Wealth. Outside of advising, he has experience in the food service industry and has supported administrative functions at Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

James Goetz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Golden State Wealth Management since 2016 and also maintains an affiliation with LPL Financial. Outside of his advisory role, Goetz is involved with Chapel of the Lakes Mortuary as on-call mortuary staff and is co-owner of Antoinette's School of Dance. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities through discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance, operating a multi-branch structure with several affiliated registered advisers.

Reesuk Kim is a financial advisor with Golden State Wealth Management, LLC in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Golden State Wealth Management and affiliated LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and offers tailored advice based on client objectives and risk tolerance.

John Nahas is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with firms including Golden State Asset Management, Golden State Equity Partners, and LPL Financial. Outside of his advisory role, he serves as co-trustee of the John and Jennifer Nahas Trust. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, sub-advisory relationships, and a Private Direct Investments program.

Patrick Jeffs Catone is a financial advisor with Redwood Investment Group, Inc. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Golden State Asset Management, LLC, Golden State Equity Partners, LLC, and LPL Financial LLC. Redwood Investment Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit sharing plans, and business clients. The firm employs a range of investment strategies and analytical methods, serving clients with portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for accredited investors.

Scott Smith is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with Golden State Wealth Management since 2018 and has prior experience at LPL Financial, LLC and Independent Financial Partners. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Daniel Catone is a financial advisor with Ascentis Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at multiple firms including Golden State Asset Management, Golden State Wealth Management, LPL Financial, and Redwood Investment Group. Outside of his advisory roles, he is involved in several entrepreneurial ventures including co-founding Golden State Insurance Services, LLC and owning businesses such as ACD Logistics, LLC and Venture Company Mining, LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services primarily to other investment advisers, UMA programs, and third-party platforms. The firm develops model portfolios using a blend of charting, fundamental, quantitative, and technical analysis, focusing on mutual funds, real estate funds, equities, fixed income, ETFs, and non-U.S. securities.

Linda Anschultz is a financial advisor at Golden State Wealth Management, LLC with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Anschultz also provides administrative services through her independent advisory firm, Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Matthew Swanson is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Golden State Wealth Management and LPL Financial since 2016 and was previously with Edward Jones from 2010 to 2016. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, financial planning, and retirement plan consulting. The firm employs diverse analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Bradley Fallon is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Golden State Wealth Management since 2015 and is based in Powell, Wyoming. Outside of his advisory role, Fallon serves as chairman of the School Site Council at Highland Elementary, a nonprofit board position. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Curtis Howard is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc., Integrity Wealth Advisors, LLC, and LPL Financial LLC. Outside of advisory services, he is involved in selling fixed insurance products to churches and religious groups and has authored books. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.