Amber Goetz

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 09/2016
  Wfg Investments
  Dallas, TX
• 09/2016 → 01/2022
  Lion Street Financial
  Austin, TX
• 09/2016 → 01/2022
  Lion Street Advisors
  Austin, TX
• 01/2022 → 12/2023
  Prospera Financial Services Inc
  Dallas, TX
• 04/2024 → Present
  First Command
  Fort Worth, TX
• 12/2023 → 04/2024
  N/A
  Willow Park, TX
• 11/2020 → Present
  Auntie Ams Toffee Co
  Willow Park, TX

Previous Registrations

• 2022-02-09 → 2023-12-05
  Prospera Financial Services, Inc.
  Dallas, TX
  Dallas, TX
• 2017-07-25 → 2022-01-24
  Lion Street Advisors, Llc
  Austin, TX
• 2016-03-30 → 2016-09-07
  Wfg Advisors, Lp
  Dallas, TX

Other Businesses

(1) Name of the other business: Auntie Ams Toffee Co ; Whether the business is investment-related: No ; Address of the other business: 192 Crown Pointe Blvd #618, Willow Park, TX 76087 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner, Sole Proprietor ; The start date of your relationship: Nov 01, 2020 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: I manage a toffee business where I make and sell toffee through local markets in Texas. (2) Name of the other business: GPTA Investments, LLC Whether the business is investment-related: No Address of the other business: 8794 Rolling Acres Trail, Fair Oaks Ranch, TX 78015 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Managing Member The start date of your relationship: May 15, 2024 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: The LLC was formed to conduct owner-financing to buyers of inherited property passed to all beneficiaries upon my father's death. I do not have specific duties and only receive periodic distributions.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-21

Other Names

• Amber Renee Goetz