Emma Michelle Goetz

Current Employers

Employment History

• 04/2022 → Present
  Retirement & Financial Strategies
  Owensboro, KY
• 04/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 01/2022 → 04/2022
  Hensley & Throneberry Cpas
  Bowling Green, KY
• 12/2020 → 12/2021
  Western Kentucky University Finance Department
  Bowling Green, KY
• 05/2020 → 11/2020
  Landmark Financial Advisors
  Bowling Green, KY
• 02/2014 → 08/2019
  Itumble & Bounce
  Owensboro, KY
• 05/2021 → 08/2021
  Retirement & Financial Strategies
  Owensboro, KY
• 05/2018 → 08/2018
  Retirement & Financial Strategies
  Owensboro, KY
• 08/2018 → 12/2021
  Western Kentucky University
  Bowling Green, KY

Other Businesses

1.Ms. Goetz holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Ms. Goetz provides. Ms. Goetz may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Ms. Goetz to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 2.Ms. Goetz uses Retirement & Financial Strategies as the name of the business under which she provides investment advice through Private Advisor Group, LLC. This activity is at the address where Ms. Goetz is registered, and is related to her investment services practice. Ms. Goetz devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Ms. Goetz devotes to activity providing investment services through PAG. 3. Ms. Goetz provides tax advice and tax preparation services, but any such tax advice and tax preparation services is separate and apart from investment advisory services that Ms. Goetz provides through Private Advisor Group. This activity is not related to her investment services practice. Ms. Goetz devotes about 30 hours per month to this activity, including about 30 hours during securities trading hours, concurrently with time Ms. Goetz devotes to activity providing investment services through PAG. Any such tax advice and tax preparation services are separate and apart from investment advisory services that Ms. Goetz provides through Private Advisor Group. 4. Ms. Goetz is the co-owner of Double EG LLC through which she operates a financial services practice, but which is owned independently from Private Advisor Group, LLC. This activity is at the address where Ms. Goetz is registered, and is related to her investment services practice. Ms. Goetz devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Ms. Goetz devotes to activity providing investment services through Private Advisor Group. 5. Ms. Goetz is the co-owner of Retirement and Financial Solutions LLC DBA Retirement and Financial Strategies through which she operates a financial services practice, but which is owned independently from Private Advisor Group, LLC. This activity is at the address where Ms. Goetz is registered, and is related to her investment services practice. Ms. Goetz devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Ms. Goetz devotes to activity providing investment services through Private Advisor Group.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-01

Designations