Goalbridge Wealth Management, LLC
Goalbridge Wealth Management, LLC (CRD# 285623) is a financial advisory firm headquartered in Appleton, WI. They manage $45,000,000 in 116 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management45MILLION
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Total Number of Accounts116ACCOUNTS
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Average Account Value$387,931
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Goalbridge Wealth Management, LLC
1
Joseph Martin (CRD# 5953030) is an Investment Advisor Representative working at Goalbridge Wealth Management, LLC in Appleton, WI and has over 12 years of experience in the finance industry.
2
Kevin Eismann (CRD# 7155332) is an Investment Advisor Representative working at Goalbridge Wealth Management, LLC in Appleton, WI and has over 4 years of experience in the finance industry.
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