Stephen Henry Goetze
Investment adviser representative at Financial Management, Inc.
10 yearsExperience
1 stateRegistered in
$224.5MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Financial Management, Inc.Nov 2025 to now
- Crews & Associates, Inc.Jan 2025 to Nov 2025
- Peak Learning TutoringAug 2024 to Dec 2024
- University of ArkansasAug 2024 to Dec 2024
- Ernst and YoungJun 2024 to Aug 2024
- University of ArkansasAug 2023 to May 2024
- Kanakuk KampsMay 2023 to Jul 2023
- University of ArkansasAug 2022 to May 2023
- Kanakuk KampsMay 2022 to Jul 2022
- University of ArkansasAug 2021 to May 2022
- Home City IceJun 2021 to Aug 2021
- Bentonville Public SchoolsJan 2015 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AR).
Financial Management, Inc.
$224.5MAssets managed
184Clients
8Advisers
3 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
- 8029145
- Firm CRD
- 108350