Emma Michelle Goetz
Investment adviser representative at Private Advisor Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$57.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Private Advisor Group, LLCApr 2022 to now
- Retirement & Financial StrategiesApr 2022 to now
- Hensley & Throneberry CpasJan 2022 to Apr 2022
- Retirement & Financial StrategiesMay 2021 to Aug 2021
- Western Kentucky University Finance DepartmentDec 2020 to Dec 2021
- Landmark Financial AdvisorsMay 2020 to Nov 2020
- Western Kentucky UniversityAug 2018 to Dec 2021
- Retirement & Financial StrategiesMay 2018 to Aug 2018
- Itumble & BounceFeb 2014 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6950176
- Firm CRD
- 155216