GOOD STEWARD WEALTH ADVISERS LLC
Legal name: ELLIS FINANCIAL PLANNING
CRD #333092 SEC #801-131209 CLARKSVILLE, TN 931-905-0050
SEC Registered
Total AUM
$140.5M
Discretionary
$120.3M
Employees
7
Clients
0
Accounts
774
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOFORTH, SONIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOFORTH, SONIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOFORTH, SONIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOFORTH, SONIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOFORTH, SONIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| Goforth, Sonia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Goforth, Sonia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Goforth, Sonia, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOODARD, KEVIN, SEAN | I | MEMBER AND MANAGER | E | Control |
| ELLIS, ERIC, EDWARD | I | MEMBER, MANAGER, PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| ELLIS, ERIC, EDWARD | I | MEMBER AND MANAGER | D | Control |
| ELLIS, ERIC, EDWARD | I | MEMBER, MANAGER, PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| ELLIS, ERIC, EDWARD | I | MEMBER, MANAGER, PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| ELLIS, ERIC, EDWARD | I | MEMBER, MANAGER, PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| ELLIS, ERIC, EDWARD | I | MEMBER, MANAGER, PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| ELLIS, ERIC, EDWARD | I | MEMBER, MANAGER, PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| ELLIS, ERIC, EDWARD | I | MEMBER, MANAGER, PRESIDENT AND CHIEF OPERATING OFFICER | D | Control |
| Ellis, Kathy, Barlar | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | D | Control |
| Ellis, Kathy, Barlar | I | MEMBER AND MANAGER | D | Control |
| Ellis, Kathy, Barlar | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | D | Control |
| Ellis, Kathy, Barlar | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | D | Control |
| Ellis, Kathy, Barlar | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | D | Control |
| Ellis, Kathy, Barlar | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | D | Control |
| Ellis, Kathy, Barlar | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | D | Control |
| Ellis, Kathy, Barlar | I | MEMBER, MANAGER AND CHIEF EXECUTIVE OFFICER | D | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (4)
KY NY TN TX
Address
2681 TOWNSEND CT.CLARKSVILLE, TN 37043
United States
Phone: 931-905-0050