Sandi
Goldhamer
Invicta Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Sandi Goldhamer is a financial advisor based out of Yuma, Arizona with a total of 2 years of industry experience. Goldhamer currently works for Invicta Financial Group. Their career trajectory has included roles at United States Border Patrol, N/A - Retired and Bdt & Associates, Inc. Goldhamer holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Texas. Invicta Financial Group is a business operating out of Yuma, AZ. The company has offices in four locations and a total of 11 employees. It manages $198 million in total assets among its 1,518 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,518 customer accounts, 33% belong to high-net-worth clients who have greater than $1 million in assets. Invicta Financial Group performs a few services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors largely are based on the services. However, fee types billed by Invicta Financial Group most likely are comprised of any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Invicta Financial Group Brokerage Details
$197,605,866
11
1,518
$130,175
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Other
Sandi Goldhamer Work History
Sandi has been registered as a financial advisor for 2 years.*
Bdt & Associates, Inc
N/A - Retired
United States Border Patrol
United States Border Patrol
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sandi Goldhamer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Invicta Financial Group
Yuma, AZ
Yuma, AZ
Temecula, CA
Yuma, AZ
Boerne, TX
Yuma, AZ
Coronado, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
