# GOALEN FINANCIAL ADVISORS, LLC

GOALEN FINANCIAL ADVISORS, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 289497
- Type: SEC-registered investment adviser
- SEC file number: 801-111638
- Location: 101 S. 200 EAST, SUITE 524, SALT LAKE CITY, UT, 84111
- Phone: 801-746-7171
- Latest filing: 2019-01-18
- Regulatory AUM: $1.9M
- Discretionary AUM: $1.9M
- Clients: 2
- Accounts: 21

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| JACOBSEN ERIC MICHAEL | CHIEF COMPLIANCE OFFICER; INDIRECT OWNER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| JACOBSEN AMY | INDIRECT OWNER; MEMBER | — |
| GOALEN STEPHEN | INDIRECT OWNER; MEMBER; PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289497/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289497/similar
- Related entities: https://search.stillhousedata.com/firm/289497/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289497

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.