Shawn C Goetz
Investment adviser representative at Reservoir Wealth Management
20 yearsExperience
1 stateRegistered in
$208.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Reservoir Wealth ManagementJan 2019 to now
- Magnam Truck & EquipmentFeb 2006 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Reservoir Wealth Management
Legal name: Reservoir Retirement Management, LLC
$208.8MAssets managed
460Clients
2Advisers
5 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
- 7180576
- Firm CRD
- 293131