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
| Title | Manager, Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2012 |
Strategy Financial Services, LLC
| Title | Member & Manager |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2005 |