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Calvin Peter Goetz

Manager, Chief Compliance OfficerStrategy Financial Services, LLCCRD 5604158

About Calvin Peter Goetz

Calvin Peter Goetz is listed as Manager, Chief Compliance Officer at Strategy Financial Services, LLC in Phoenix, AZ. Form ADV reports a beneficial ownership band of Under 5%. Calvin Peter Goetz is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Strategy Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Calvin Peter Goetz work?

Calvin Peter Goetz is listed as Manager, Chief Compliance Officer at Strategy Financial Services, LLC on SEC Form ADV.

How much of Strategy Financial Services, LLC does Calvin Peter Goetz own?

Form ADV reports a beneficial ownership band of Under 5%.

Strategy Financial Services, LLC

TitleManager, Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2012
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Strategy Financial Services, LLC

TitleMember & Manager
OwnershipOver 75%
Control personYes
Since2005
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