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Current Employers
Cs Planning Corp

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-06
AZ RA APPROVED 2022-02-10
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • AZ RA
    APPROVED
    Since 2022-02-10

Branch Locations

8777 East Via De Ventura, Suite 335, Scottsdale, AZ 85258 • United States

3395 Sw Garden View Ave, Portland, OR 97225 • United States

1630 E. Bethany Home Road, Phoenix, AZ 85016 • 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
United Planners' Financial Services Scottsdale AZ 10/2013 12/2021
Kvl Properties, Llc Scottsdale AZ 08/2013 Present
Kvl Ventures, Llc Scottsdale AZ 06/2013 Present
Life Events Wealth Management Llc Scottsdale AZ 09/2015 01/2022
Mike Goyarts Independent Insurance Scottsdale AZ 09/2015 Present
Mike Goyarts Scottsdale AZ 02/2016 Present
Mike Goyarts Scottsdale AZ 01/2017 01/2019
Cs Planning Corp Phoenix AZ 02/2022 Present
Guidepoint Private Wealth Management, Pllc Phoenix AZ 02/2022 Present
  • 10/2013 → 12/2021
    United Planners' Financial Services
    Scottsdale, AZ
  • 08/2013 → Present
    Kvl Properties, Llc
    Scottsdale, AZ
  • 06/2013 → Present
    Kvl Ventures, Llc
    Scottsdale, AZ
  • 09/2015 → 01/2022
    Life Events Wealth Management Llc
    Scottsdale, AZ
  • 09/2015 → Present
    Mike Goyarts Independent Insurance
    Scottsdale, AZ
  • 02/2016 → Present
    Mike Goyarts
    Scottsdale, AZ
  • 01/2017 → 01/2019
    Mike Goyarts
    Scottsdale, AZ
  • 02/2022 → Present
    Phoenix, AZ
  • 02/2022 → Present
    Guidepoint Private Wealth Management, Pllc
    Phoenix, AZ
Previous Registrations
Other Businesses

1.) MIKE GOYARTS - OWNER - CONSULTANT ESTATE PLANNING SERVICES - SCOTTSDALE, AZ - SINCE 02/2016 - NOT INVESTMENT RELATED 2.) MIKE GOYARTS - OWNER - NON-VARIABLE INSURANCE - SCOTTSDALE, AZ - SINCE 09/2015 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-31
S63 Uniform Securities Agent State Law Examination 1996-06-21
  • S65 Uniform Investment Adviser Law Examination
    2005-05-31
  • S63 Uniform Securities Agent State Law Examination
    1996-06-21
Other Names
  • Mike John Goyarts
  • Michael Goyarts
  • Mike J Goyarts
  • Michael J Goyarts

View on SEC IAPD

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