Sandi Ilene Goldhamer
Investment adviser representative at Invicta Financial Group
11 yearsExperience
1 stateRegistered in
$371.1MFirm assets
6 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Invicta Financial GroupFeb 2021 to now
- Bdt & Associates, Inc.Nov 2020 to now
- N/a - RetiredApr 2019 to Nov 2020
- United States Border PatrolSep 2015 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Invicta Financial Group
Legal name: Bdt & Associates, Inc.
$371.1MAssets managed
477Clients
13Advisers
6 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
- 7314990
- Firm CRD
- 288008