Stephen Goalen (CRD# 5183532) is an Investment Advisor Representative working at Goalen Capital Advisors, LLC in Bountiful, UT and has over 15 years of experience in the finance industry. Stephen Goalen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goalen Capital Advisors, LLC | Bountiful, UT | Feb 2021 - Current | 3 |
| Merit Wealth Management, LLC | Bend, OR | Oct 2019 - Feb 2021 | 1 |
| Goalen Financial Advisors, LLC | Salt Lake City, UT | Aug 2017 - Oct 2019 | 2 |
| Jacobsen Capital | Salt Lake City, UT | Jan 2008 - Sep 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- UT
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts236ACCOUNTS
-
Average Account Value$170,963
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR, UT
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