Gary M. Goeppinger

TRS ADVISORS

Fort Worth, TX 76107

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CRD#: 5775069

Professional summary

Gary Max Goeppinger, who also goes by Gary Goeppinger, is a registered financial advisor currently at TRS ADVISORS, LLC located in Fort Worth, Texas and LIFESTYLE ASSET MANAGEMENT, INC. located in Dallas, Texas.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gary has worked at 10 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Goeppinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Agent. Life, long term care & annuity sales; MLB Insurance Agency; non-investment related; employer's offices; Start 03/2024; Hours/month 10-20 during trading hours; life, long term care insurance & annuity sales. Tutor. Independent contractor providing tutoring services for Series 7/65/66 candidates; non-investment related; 223 Comanche Trail, Weatherford, TX 76087; Start 01/2020; Hours/month - 8-10 with none during trading hours; video tutoring - teaching content, testing process and preparation for securities licensing exams. Republic of Texas Capital Management Corporation; President; Investment Related; 223 Comanche Trail Weatherford TX 76087; Responsibilities: Passive real estate investments; Start date: 03/2021; 1 Hour per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Max Goeppinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 24, 2024 - Present

TRS ADVISORS, LLC

Office #1: 6000 Western Place Suite 500, Fort Worth, TX 76107Office #2: 17440 Dallas Parkway Suite 105, Dallas, TX 75287

RIA

CRD#: 283248

Fort Worth, TX

Current

August 15, 2025 - Present

LIFESTYLE ASSET MANAGEMENT, INC.

Office #1: 17950 Preston Road Suite 800, Dallas, TX 75252Office #2: 211 West Edgewood Suite 300, Friendswood, TX 77546Office #3: 6000 Western Place Suite 120, Fort Worth, TX 76107

RIA

CRD#: 157450

Dallas, TX

Past

March 25, 2024 - December 31, 2024

JIM POE & ASSOCIATES, INC.

RIA

CRD#: 140232

FT. WORTH, TX

Past

August 31, 2023 - March 27, 2024

FORTHRIGHT CAPITAL ADVISORY

RIA

CRD#: 323596

Granbury, TX

Past

June 1, 2021 - December 2, 2021

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

Fort Worth, TX

Past

November 15, 2013 - March 23, 2016

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

FORT WORTH, TX

Past

January 24, 2013 - November 14, 2013

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

FORT WORTH, TX

Past

January 24, 2013 - November 14, 2013

SECURITIES AMERICA, INC.

CRD#: 10205

FORT WORTH, TX

Past

November 7, 2011 - January 8, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT WORTH, TX

Past

November 7, 2011 - January 8, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT WORTH, TX

Past

May 24, 2010 - October 21, 2011

EDWARD JONES

RIA

CRD#: 250

FT WORTH, TX

Past

May 10, 2010 - October 21, 2011

EDWARD JONES

CRD#: 250

FT WORTH, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIFESTYLE ASSET MANAGEMENT, INC.

CENTURION ADVISORS CORP. | LIFESTYLE FINANCIAL ADVISORS, INC. | LIFESTYLE ASSET MANAGEMENT, INC. | DFW RETIREMENT PLANNERS

CRD#: 157450 / SEC#: 801-116746

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

Texas

Registered Investment Advisory firm - (6/12/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/20/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/25/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/7/2010

General Securities Representative Examination

Current Firm

LIFESTYLE ASSET MANAGEMENT, INC.

CENTURION ADVISORS CORP. | LIFESTYLE FINANCIAL ADVISORS, INC. | LIFESTYLE ASSET MANAGEMENT, INC. | DFW RETIREMENT PLANNERS

CRD#: 157450 / SEC#: 801-116746

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

Texas

Registered Investment Advisory firm - (6/12/2019 Terminated)

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Contact information

Main Address

211 West Edgewood Suite 300, Friendswood, TX 77546

Mailing Address

Phone number

(281) 612-2035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIFESTYLE ASSET MANAGEMENT, INC. ADV BROCHURE (5/7/2025)

Regulatory assets under management

Total Number of Accounts	1,294
AUM (Assets Under Management)	$ 399,218,297

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gary M. Goeppinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Max Goeppinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFESTYLE ASSET MANAGEMENT, INC.

JIM POE & ASSOCIATES, INC.

FORTHRIGHT CAPITAL ADVISORY

ADVISORY SERVICES NETWORK

CONCERT WEALTH MANAGEMENT

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

LIFESTYLE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2020

Series 66

Date: 5/20/2010

SIE

Date: 10/25/2025

Series 7

Date: 5/7/2010

Current Firm

LIFESTYLE ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFESTYLE ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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