Best Investors Account Sign in
Inactive

Shawn C Goetz

Reservoir Wealth Management

Lima, OH

Claim This Profile
Current Employers
Reservoir Wealth Management

2100 Lost Creek Boulevard, Lima, OH 45804 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-12-05
  • OH RA
    APPROVED
    Since 2019-12-05

Branch Locations

2100 Lost Creek Boulevard, Lima, OH 45804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reservoir Wealth Management Lima OH 01/2019 Present
Magnam Truck & Equipment Lima OH 02/2006 01/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-05
  • S65 Uniform Investment Adviser Law Examination
    2019-12-05

View on SEC IAPD

Other Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HARDY & HARDY CO LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
WESBANCO SECURITIES, INC.
EDWARD JONES
TRUEBLOOD WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

GEORGE WILLIAM RICKS
SCOTT RICHARD JENSEN
BRADLEY OWEN HARDY
TIMOTHY ALAN NIEBEL
JILL ANN ISRAEL
MATTHEW WILLIAM ANDREAS
DOUGLAS ALAN FELLER
DAVID THOMAS ROBINSON

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LIMA, OH
HARDY & HARDY CO LLC · LIMA, OH
LPL FINANCIAL LLC · LIMA, OH
COMMONWEALTH FINANCIAL NETWORK · Lima, OH
WESBANCO SECURITIES, INC. · Lima, OH
EDWARD JONES · LIMA, OH
TRUEBLOOD WEALTH MANAGEMENT, LLC · LIMA, OH
J.P. MORGAN SECURITIES LLC · LIMA, OH

More in Lima, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor