The Getzen Group, Inc.
The Getzen Group, Inc. (CRD# 117700) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $41,100,000 in 406 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management41MILLION
Total Number of Accounts406ACCOUNTS
Average Account Value$101,232
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Richard Getzen (CRD# 2116703) is an Investment Advisor Representative working at The Getzen Group, Inc. in Scottsdale, AZ and has over 21 years of experience in the finance industry. Richard Getzen 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.