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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-1999
- Office Locations
- 1
Office Locations
About Investors Choice
Investors Choice Financial Services is an independent financial planning practice founded in 1995, focused on retirement planning for businesses and individuals. The team supports employer-sponsored plans (401(k), 403(b)/457, SIMPLE), helping owners, HR teams, and participants navigate enrollment and ongoing retirement guidance. Advisor Carla Goedtke (MRFC, CPFA, CSA) is a 2026 Cambridge Investment Research Circle of Excellence qualifier.
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Investment Themes
Investment Vehicles
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Owner & Executives
JAY RAY RADKE
Registered Investment Advisor
- CRD
- #1276364
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,499,637 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,499,637 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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