Darin R Swall

Go Wealth Management

6 Years of Experience

Sells 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

4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Darin owns The Annuity Guys, a licensed insurance agency in Idaho offering wholesale annuities, life insurance, and long-term care. This activity takes nearly full-time hours.

Employment History

Current Registrations

Go Wealth Management

September 2020 - Present · 5 yrs 5 mos

Previous Registrations

The Leaders Group, INC.Broker

October 2018 - April 2020 · 1 yr 6 mos

State Registrations2 states

IDOR

Advisor

Exams

No exam information available for this advisor.