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2252 W. Presidents Drive Suite F, West Valley, UT 84120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-19 |
| UT | RA | APPROVED | 2021-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobsen Capital | Salt Lake City | UT | 01/2008 | 09/2019 |
| Goalen Financial Advisors, Llc | Salt Lake City | UT | 08/2017 | 10/2019 |
| Merit Wealth Management, Llc | Bend | OR | 10/2019 | 02/2021 |
| Goalen Capital Advisors, Llc | Bountiful | UT | 02/2021 | Present |
Stephen Goalen is a shareholder in 2 companies - Battalion Bags, LLC and Klean Freak, LLC. The ownership is purely an equity position with not other responsibilities to either company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-17 |
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