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Steven Goodell

Investment adviser representative at Endeavor Private Wealth in Boulder, CO

Investment adviser registrationUpdated

Steven Goodell is an investment adviser representative at Endeavor Private Wealth, Inc., an investment adviser managing $595M, and works from its Boulder, CO office. Steven Goodell has been registered through Endeavor Private Wealth since 8 September 2025, has 14 years in the industry across 3 firms and has passed the Series 7 and Series 66.

14
Years in industry
1
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Steven Goodell has been an investment adviser representative at Endeavor Private Wealth since September 2025, and is not listed among the firm’s executive officers or direct owners.

Endeavor Private Wealth, Inc. is a Topeka, KS firm with $595M under management, 535 clients and 9 advisers across 5 offices, as of its May 2026 filing.

Steven Goodell’s longest registration was 11 years at Wells Fargo Advisors (2014–2025). Before joining Endeavor Private Wealth in 2025, Steven Goodell was registered through Wells Fargo Advisors and LPL Financial LLC.

  1. – present · 1 year
    Boulder, CO · Adviser representative · Firm CRD 313053
  2. Wells Fargo Advisors
    – · 11 years
    Boulder, CO · Adviser representative · Firm CRD 19616
  3. LPL Financial LLC
    – · 1 year
    Yuma, AZ · Adviser representative · Firm CRD 6413

Credentials and registrations

Investment adviser representative registrations

Steven Goodell is registered as an investment adviser representative in Colorado, since September 2025.

  • ColoradoSince 8 September 2025

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6627 February 2012
Name
Uniform Combined State Law Examination
Series 79 December 2011
Name
General Securities Representative Examination

Key facts

Full name
Steven Scott Goodell
CRD
5794800
Firm
Endeavor Private Wealth · CRD 313053
Office
1800 Broadway, Suite 100, Boulder, CO 80302
Registration
Investment adviser registration
In the industry since
December 2011
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Steven Goodell work?

Steven Goodell is an investment adviser representative registered through Endeavor Private Wealth, Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Steven Goodell a financial advisor?

Yes. Steven Goodell has a current investment-adviser registration in Colorado, through Endeavor Private Wealth since September 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Steven Goodell have?

Steven Goodell has 14 years in the financial industry, since December 2011, across 3 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Steven Goodell passed?

Steven Goodell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2011. FINRA credited Steven Goodell with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Steven Goodell work before Endeavor Private Wealth?

Before Endeavor Private Wealth, Steven Goodell was registered through LPL Financial LLC, February 2012 to February 2014.

Source: IAPD individual record, checked 24 October 2026

Where is Steven Goodell based?

Steven Goodell’s registered office is in Boulder, CO.

Source: IAPD individual record, checked 24 October 2026

Is Steven Goodell registered with FINRA?

No. Steven Goodell has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Steven Goodell’s record?

Search CRD 5794800 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Goodell’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Endeavor Private Wealth

Sources

  1. IAPD individual record, CRD 5794800, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Endeavor Private Wealth, Inc., filed 21 May 2026. Executive officers and direct owners; this person is not among them.