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STRATEGY FINANCIAL GROUP

PHOENIX, AZ · CRD 164531 · IAPD ↗ · calvingoetz.com · 602-343-9301

$366.7MRegulatory AUM
10Advisory reps
20Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — STRATEGY FINANCIAL GROUP reported RAUM up 31% ($279.9M -> $366.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — STRATEGY FINANCIAL GROUP grew from 5 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2025 — STRATEGY FINANCIAL GROUP notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — STRATEGY FINANCIAL GROUP notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — STRATEGY FINANCIAL GROUP notice-filed in NC, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — STRATEGY FINANCIAL GROUP reported RAUM up 54% ($181.5M -> $279.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2024 — STRATEGY FINANCIAL GROUP changed its website from retirementsolutionsmadeeasy.com to calvingoetz.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — STRATEGY FINANCIAL GROUP notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — STRATEGY FINANCIAL GROUP reported RAUM up 34% ($135.8M -> $181.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — STRATEGY FINANCIAL GROUP now reports custody of client assets ($15.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
46
February 2024 — STRATEGY FINANCIAL GROUP notice-filed in FL, NV, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.