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3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| AZ | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-21 |
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