Shawn Goetz has been an investment adviser representative at Reservoir Retirement Management since December 2019, and is not listed among the firm’s executive officers or direct owners.
Reservoir Retirement Management, LLC is a Lima, OH firm with $209M under management, 460 clients and 2 advisers in one office, as of its February 2026 filing.
- Reservoir Wealth ManagementCurrent– present · 6 yearsLima, OH · Adviser representative · Firm CRD 293131
Investment adviser representative registrations
Shawn Goetz is registered as an investment adviser representative in Ohio, since December 2019.
- OhioSince 5 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 December 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shawn C Goetz
- CRD
- 7180576
- Firm
- Reservoir Retirement Management · CRD 293131
- Office
- 2100 LOST CREEK BOULEVARD, Lima, OH 45804
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Shawn Goetz work?
Shawn Goetz is an investment adviser representative registered through Reservoir Retirement Management, LLC since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Shawn Goetz a financial advisor?
Yes. Shawn Goetz has a current investment-adviser registration in Ohio, through Reservoir Retirement Management since December 2019.
How many years of experience does Shawn Goetz have?
Shawn Goetz has 6 years in the financial industry, since December 2019, across 1 adviser firm.
What exams has Shawn Goetz passed?
Shawn Goetz passed the Series 65 in December 2019.
Where is Shawn Goetz based?
Shawn Goetz’s registered office is in Lima, OH.
Is Shawn Goetz registered with FINRA?
No. Shawn Goetz has no current broker registration.
How can I verify Shawn Goetz’s record?
Search CRD 7180576 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shawn Goetz’s full registration record.