GS
GS

George Ernest Stratmann

20 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEducation PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
512 clients
Average Client Portfolio
$634K average
Assets Under Management
$324.6M

Fee Structure

Minimum Investment:$2.5K
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Location

11440 West Bernardo Court, Suite 102, San Diego, CA, 92127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

George is a licensed insurance agent selling health and life insurance since 1996, dedicating a few hours per week to this activity. He also owns property with timber, oil, and gas products, receiving rental income and spending minimal time on this.

Employment History
Current Registrations
Invicta Financial Group
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2013 - September 2018 · 5 yrs 2 mos
First Command Financial Planning, INC.
September 2005 - July 2013 · 7 yrs 10 mos
First Command Bank
January 2005 - September 2005 · 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.