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2615 East 24Th Street Suite 2, Yuma, AZ 85365 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2019-09-06 |
Branch Locations
11440 West Bernardo Court Suite 102, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-28 |
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