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Sahana Madhanagopal

Investment Adviser Representative at Lafleur & Godfrey Private Wealth Management

Grand Rapids, MICRD #7694502Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Sahana Madhanagopal is an investment adviser representative with Lafleur & Godfrey Private Wealth Management in Grand Rapids, MI, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Macquarie Capital (USA) Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.

Office

625 Kenmoor Ave Se, Suite 209
Grand Rapids, MI 49546

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/6/2023
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 9/15/2023
Series 7
General Securities Representative Examination
Passed 8/5/2023
SIE
Securities Industry Essentials Examination
Passed 6/22/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Lafleur & Godfrey Private Wealth ManagementCurrent
4/17/2024 – Grand Rapids, MI
Macquarie Capital (USA) Inc.
8/5/2023 – 3/11/2024New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Macquarie Capital (USA) Inc.
    Feb 2023 – Jan 2024New York, NY
  2. LVM Capital Management Ltd
    Jan 2020 – Jan 2023Kalamazoo, MI
  3. Vector Marketing Corporation
    Nov 2018 – Nov 2019Kalamazoo, MI
  4. Western Michigan University
    Aug 2017 – Dec 2018Kalamazoo, MI
  5. EY
    Apr 2017 – Jun 2017Bangalore
  6. Christ University
    Jun 2016 – Jul 2017Bangalore
  7. LaFleur & Godfrey LLC
    Apr 2024 – no end date reportedGrand Rapids, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Lafleur & Godfrey Private Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm's annual rate schedule by assets
  • First $1,000,0001.00%
  • Next $1,000,0000.85%
  • Next $3,000,0000.75%
  • Above $5,000,0000.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management (custom portfolios based on unique needs and individual preferences), financial planning (goals-based, personalized plans to navigate investments across life stages), and comprehensive wealth management (holistic, highly customized strategies leveraging an expansive network of local professionals complementing in-house solutions).

Investment ManagementFinancial PlanningWealth Management
Firm areas of expertise
Investment ManagementFinancial PlanningComprehensive Wealth ManagementPortfolio ManagementFiduciaryWealth ManagementMulti-generational WealthEstate PlanningAsset-based FeeFocus Financial Partners

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Grand Rapids, MI
SEC file number:
801-78536

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 9, 2026

View full firm profile

Other advisors at Lafleur & Godfrey Private Wealth Management

5 other advisors in the directory

View Lafleur & Godfrey Private Wealth Management firm profile

Similar advisors in Grand Rapids, MI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sahana Madhanagopal has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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