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7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-24 |
| AZ | RA | APPROVED | 2013-04-24 |
Branch Locations
7010 E Chauncey Lane #130, Phoenix, AZ 85054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategy Financial Insurance, Llc | Phoenix | AZ | 03/2010 | Present |
| Strategy Financial Services. Llc | Phoenix | AZ | 04/2013 | Present |
CPG Group, LLC - Investment related: Yes - entity established to hold indirect ownership in Strategy Financial Services, LLC; 3821 E. Campbell Ave, Phoenix, AZ 85018; Owner since 07/29/2005--zero hours/month and zero hours per day during trading hours. No duties. Calvin Goetz is also licensed insurance agent with various unaffiliated insurance companies. Accordingly he earns typical and customary commissions for the sale of insurance products. In addition Mr. Goetz is actively engaged as the sole owner of Strategy Financial Insurance, LLC, an affiliated insurance brokerage company. In addition to the compensation he earns from his employment at Strategy Financial, he also shares in the profits and losses of Strategy Financial as an equity owner. Mr. Goetz spends an approximately equal amount of time with each firm on a daily basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-01 |
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