Matthew Goska (CRD# 6741272) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 7 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Victory Capital Services, Inc. | San Antonio, TX | Nov 2023 - Current | < 1 |
Russell Investments | Milwaukee, WI | Sep 2018 - Oct 2023 | 5 |
Russell Investments | Milwaukee, WI | Jan 2017 - Aug 2018 | 1 |
Russell Investments | Milwaukee, WI | May 2015 - Dec 2016 | 1 |
Northland Pines Highschool | Eagle River, WI | Sep 2008 - Jun 2016 | 7 |
Miller Beer Of The Northwoods | Eagle River, WI | Jan 2015 - Dec 2015 | < 1 |
St. Germain Golf Course | St. Germain, WI | May 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- WI
-
Total Assets Under Management151,257MILLIONS
-
Total Number of Accounts2,923ACCOUNTS
-
Average Account Value$51,747,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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