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George Ernest Stratmann

Invicta Financial Group

San Diego, CA

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Current Employers
Invicta Financial Group

2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2019-09-06
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2019-09-06

Branch Locations

11440 West Bernardo Court Suite 102, San Diego, CA 92127 • 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
Cambridge Investment Research Advisors, Inc Fairfield IA 07/2013 08/2018
Bdt & Associates, Inc. San Diego CA 11/2017 Present
Bdt And Associates, Inc San Diego CA 07/2013 12/2017
Previous Registrations
  • 2013-07-02 → 2018-09-11
    San Diego, CA
  • 2005-09-02 → 2013-07-25
    First Command Brokerage Services, Inc.
    Oceanside, CA
    Oceanside, CA
  • 2005-01-04 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Other Businesses

1) Chip Stratmann is a licensed insurance agent of George E. Stratmann, Sole Proprietor since March 1996. He is an independent insurance agent that sells and services for health and life insurance. He always acts in the best interest of the client. Clients are not required to implement the plan in his capacity as a licensed insurance agent. He receives approximately $5,000 compensation annually for this activity and spends 4-10 hours per month on this activity. 2) Chip Stratmann is a property owner since April 2011 with timber, oil and gas products that will produce periodic income. He owns real estate where he receives rental income. He receives approximately $30,000-$300,000 compensation annually for this activity and spends 2-6 hours per month on this activity. 3) Chip Stratmann is the owner of Stratmann & Associates, Inc. since December 2016. This is a single owner corporation established to pay all appropriate payroll taxes and federal and state income taxes for advisory businesses. He receives no compensation for this activity and spends 1-2 hours per month on this activity. 4) Chip Stratmann is the trustee of a trust since April 2011. He receives no compensation for this activity and spends 1 hour per month on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-29
S63 Uniform Securities Agent State Law Examination 1996-03-28
  • S65 Uniform Investment Adviser Law Examination
    2004-11-29
  • S63 Uniform Securities Agent State Law Examination
    1996-03-28
Other Names
  • Chip Stratmann

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