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Calvin Peter Goetz

STRATEGY FINANCIAL SERVICES, LLC·PHOENIX, Arizona
Series 65Clean record14 years registeredSTRATEGY FINANCIAL SERVICES, LLC
7010 E CHAUNCEY LANE, PHOENIX, AZ 85054CRD# 5604158Firm CRD# 164531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Calvin Peter Goetz · PHOENIX, AZ
Registration
CRD #5604158 · STRATEGY FINANCIAL SERVICES, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

STRATEGY FINANCIAL GROUP
Apr 2013 – present
HORTER INVESTMENT MANAGEMENT, LLC
Sep 2011 – Apr 2013
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 28, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGY FINANCIAL SERVICES, LLC
CRD 164531 · SEC 801-122298
AUM
$181M
Regulatory assets under management
Employees
14
1,149 client accounts
Services offered by STRATEGY FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGY FINANCIAL SERVICES, LLC →
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05

Frequently Asked Questions

What services does Calvin Peter Goetz offer?
Calvin Peter Goetz specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Calvin Peter Goetz's credentials?
Calvin Peter Goetz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Calvin Peter Goetz located?
Calvin Peter Goetz is based in PHOENIX, Arizona, working with STRATEGY FINANCIAL SERVICES, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Calvin Peter Goetz charge for services?
Calvin Peter Goetz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGY FINANCIAL SERVICES, LLC?
STRATEGY FINANCIAL SERVICES, LLC has approximately 14 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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