SG
Sandi I. Goldhamer
INVICTA FINANCIAL GROUP
Boerne, TX 78006
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CRD#: 7314990
SG
Professional summary
Sandi Ilene Goldhamer is a registered financial advisor currently at INVICTA FINANCIAL GROUP located in Boerne, Texas.
Sandi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sandi has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Sandi Ilene Goldhamer is a licensed insurance agent of Sandi Ilene Goldhamer, Sole Proprietor since January 2023. She is an independent insurance agent that sells and services for health, and life insurance. She always acts in the best interest of the client. Clients are not required to implement the plan in her capacity as a licensed insurance agent. She receives approximately $3,000 compensation annually and spends about 1 hour per month on this activity. 2) Sandi Ilene Goldhamer is an owner and manager of Prohamer, LLC since January 2023. This is a single owner corporation established to pay all appropriate payroll taxes, and federal income taxes for advisory business. She receives no compensation for this activity and spends approximately 2 hours per month on this activity. 3) Sandi Ilene Goldhamer is a trustee of trust since June 2011. She receives no compensation for this activity and spends 0-1 hours per month on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sandi Ilene Goldhamer's 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®
NoneExperience
Current
February 1, 2021 - Present
INVICTA FINANCIAL GROUP
Office #1: 12 Truss Road Suite 104, Boerne, TX 78006RIA
CRD#: 288008
Boerne, 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".
IF
INVICTA FINANCIAL GROUP
BDT & ASSOCIATES, INC. | INVICTA FINANCIAL GROUP
CRD#: 288008 / SEC#: 801-118542
RIA
Registered Investment Advisory firm - (4/27/2020 Approved)Arizona
Registered Investment Advisory firm - (4/28/2020 Terminated)California
Registered Investment Advisory firm - (5/28/2020 Terminated)Iowa
Registered Investment Advisory firm - (4/29/2020 Terminated)Louisiana
Registered Investment Advisory firm - (4/30/2020 Terminated)Nevada
Registered Investment Advisory firm - (5/28/2020 Terminated)North Carolina
Registered Investment Advisory firm - (4/29/2020 Terminated)Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)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(2/1/2021)
Current Firm
IF
INVICTA FINANCIAL GROUP
BDT & ASSOCIATES, INC. | INVICTA FINANCIAL GROUP
CRD#: 288008 / SEC#: 801-118542
RIA
Registered Investment Advisory firm - (4/27/2020 Approved)Arizona
Registered Investment Advisory firm - (4/28/2020 Terminated)California
Registered Investment Advisory firm - (5/28/2020 Terminated)Iowa
Registered Investment Advisory firm - (4/29/2020 Terminated)Louisiana
Registered Investment Advisory firm - (4/30/2020 Terminated)Nevada
Registered Investment Advisory firm - (5/28/2020 Terminated)North Carolina
Registered Investment Advisory firm - (4/29/2020 Terminated)Texas
Registered Investment Advisory firm - (4/28/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2615 East 24th Street Suite 2, Yuma, AZ 85365
Mailing Address
Phone number
(928) 344-8000
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,722 |
| AUM (Assets Under Management) | $ 324,619,396 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
