Isthmus Partners, LLC

Isthmus Partners, LLC (CRD# 171279) is a financial advisory firm headquartered in Madison, WI. They manage $474,737,513 in 1,020 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $465,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, IL, MN, NC, WI

Financial Advisors at Isthmus Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Frank J. Gambino
CRD#: 2463345
1 South Pinckney Street, Suite 818, Madison, WI 53703
93
Wealthminder
score

Frank Gambino (CRD# 2463345) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 23 years of experience in the finance industry.

2
David A. Hackworthy
CRD#: 2109487
1 South Pinckney Street, Suite 818, Madison, WI 53703
93
Wealthminder
score

David Hackworthy (CRD# 2109487) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 24 years of experience in the finance industry.

3
Joel C. McNeil
CRD#: 2185799
1 South Pinckney Street, Suite 818, Madison, WI 53703
93
Wealthminder
score

Joel McNeil (CRD# 2185799) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 25 years of experience in the finance industry.

4
Victor E. Rodriguez
CRD#: 1314441
1 South Pinckney Street, Suite 818, Madison, WI 53703
93
Wealthminder
score

Victor Rodriguez (CRD# 1314441) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 14 years of experience in the finance industry.

5
William B. Fox
CRD#: 6662058
1 South Pinckney Street, Suite 818, Madison, WI 53703
90
Wealthminder
score

William Fox (CRD# 6662058) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has 1 year of experience in the finance industry.

6
Noel D. Goeddel
CRD#: 4568594
1 South Pinckney Street, Suite 818, Madison, WI 53703
90
Wealthminder
score

Noel Goeddel (CRD# 4568594) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 17 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.