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Brian Jay Goebel

PETTINGA FINANCIAL ADVISORS, LLC·EVANSVILLE, Indiana
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519 MAIN STREET, STE 100, EVANSVILLE, IN 47708CRD# 4581023Firm CRD# 156369
01

About

Brian Jay Goebel is a registered financial advisor based in EVANSVILLE, Indiana, affiliated with PETTINGA FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PETTINGA FINANCIAL ADVISORS, LLC
PETTINGA FINANCIAL ADVISORS, LLC
AUM
$1.0B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PETTINGA FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4581023
Firm CRD# 156369
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Jay Goebel offer?
Brian Jay Goebel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVANSVILLE, Indiana for a consultation.
What are Brian Jay Goebel's credentials?
Brian Jay Goebel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Jay Goebel located?
Brian Jay Goebel is based in EVANSVILLE, Indiana, working with PETTINGA FINANCIAL ADVISORS, LLC. Their office serves clients in the EVANSVILLE metropolitan area and surrounding communities.
How does Brian Jay Goebel charge for services?
Brian Jay Goebel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETTINGA FINANCIAL ADVISORS, LLC?
PETTINGA FINANCIAL ADVISORS, LLC has approximately 10 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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