Mark N. Dougal

Go Wealth Management

21 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Go Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

446 clients

Average Client Portfolio

$371K average

Assets Under Management

$165.6M

Fee Structure

Financial Planning:Included in AUM fee

Location

Nampa, ID

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

March 2017

Final

Customer Dispute

March 2010

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Mark is an insurance agent selling fixed insurance products, dedicating minimal time to this activity. He also owns Mark Dougal, Inc. and Shared Resources LLC, and repairs jewelry, dedicating about 10-20% of his time to Shared Resources LLC.

Employment History

Current Registrations

Go Wealth Management

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Transamerica Financial Advisors, INCBroker

January 2012 - September 2020 · 8 yrs 8 mos

Transamerica Financial Advisors, INC.

January 2012 - September 2020 · 8 yrs 8 mos

Investment Advisors International, INC.

March 2011 - January 2012 · 10 mos

World Group Securities, INC.Broker

September 2003 - January 2012 · 8 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.