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 22 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 23 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 24 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 13 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 16 years of experience in the finance industry.

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