Michael J Goertz

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2024 → Present
  Edward Jones
  West Allis, WI
• 08/2019 → 09/2024
  Douglas Dynamics
  Milwaukee, WI
• 08/2017 → 08/2019
  Fiserv
  Brookfield, WI
• 10/2015 → 08/2017
  Johnson Financial Group
  Racine, WI

Other Businesses

Bear Authority Type: Apparel & Accessories Date: 02/12/19 Title: Co-owner Trad Hrs: 0 Tot Hrs: 2 Desc: Small biz selling hand crafted goods & t-shirts at campgrounds and craft shows. I make products, organize sales events, process sales. I submit business records to an accountant to do the book keeping and tax filing. This is a small biz taking up less than 5-10 hours per month on weekends. City-State: Milwaukee WI

Exams

• S66 Uniform Combined State Law Examination
  2025-01-31