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
2800 E. Enterprise Ave, Suite 201, Appleton, WI 54913
https://www.facebook.com/goalbridge-wealth-management-111803416865710
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Goalbridge Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Martin, financial advisor Appleton WI
Joseph O. Martin
CRD#: 5953030
2800 E. Enterprise Ave, Suite 201, Appleton, WI 54913

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, financial advisor Appleton WI
Kevin L. Eismann
CRD#: 7155332
2800 E. Enterprise Ave, Suite 201, Appleton, WI 54913

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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