George
Stratmann

Invicta Financial Group

CRD#2712567
Investment Advisor
in San Diego, CA

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About this Advisor

George Stratmann is a financial advisor who works out of San Diego, California, who has been in the financial industry for 24 years. Stratmann is an advisor for Invicta Financial Group. Throughout their career, Stratmann has worked at First Command Financial Planning, Inc, First Command Financial Services, Inc, Cambridge Investment Research Advisors, Inc, Bdt & Associates, Inc and Bdt And Associates, Inc. Stratmann has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California, Florida, North Carolina, Texas and Washington. Invicta Financial Group is an advisory firm based out of San Diego, California. It has offices in three locations and a total of nine advisors. It oversees $104 million in assets among its 1,131 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,131 accounts, 22% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Invicta Financial Group offers a few services, including financial planning services, selection of other advisers and other services. Financial management fee schedules largely depend on which services are provided. However, fees billed by Invicta Financial Group can consist of some blend of fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

11440 West Bernardo Court Suite 300
San Diego, CA 92127

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Invicta Financial Group Brokerage Details

Total Assets Under Management

$104,000,000

CA Average: $1,555,372,352
Total Number of Employees

9

CA Average: 37
Total Number of Accounts

1,131

CA Average: 1,370
Average Account Size

$91,954

CA Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

George Stratmann Work History

George has 24 years of experience.

2017 - Present (5 years)

Bdt & Associates, Inc

2013 - 2018 (5 years)

Cambridge Investment Research Advisors, Inc

2013 - 2017 (4 years)

Bdt And Associates, Inc

1996 - 2013 (17 years)

First Command Financial Planning, Inc

1996 - 2013 (17 years)

First Command Financial Services, Inc

1996 - 2013 (17 years)

First Command Financial Services, Inc

Disclosures

George Stratmann has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invicta Financial Group

Doyel Price
Yuma, AZ
Leigh Harns
San Diego, CA
Howard Barker
San Diego, CA
Barry Todd
Yuma, AZ
Scott Hull
Yuma, AZ
Blake Morlet
San Diego, CA
George Stratmann
San Diego, CA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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