Unclaimed Profile

Brian Jay Goebel

PETTINGA FINANCIAL ADVISORS, LLC·EVANSVILLE, Indiana

Clean recordPETTINGA FINANCIAL ADVISORS, LLC

519 MAIN STREET, STE 100, EVANSVILLE, IN 47708CRD# 4581023Firm CRD# 156369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Jay Goebel · EVANSVILLE, IN

Registration

CRD #4581023 · PETTINGA FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PETTINGA FINANCIAL ADVISORS, LLC

AUM

$1.0B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4581023

Firm CRD# 156369

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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