Broadview Financial Management, LLC

Broadview Financial Management, LLC (CRD# 143550) is a financial advisory firm headquartered in Wauwatosa, WI. They manage $465,309,589 in 1,282 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    465
    MILLION
  • Total Number of Accounts
    1,282
    ACCOUNTS
  • Average Account Value
    $362,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Broadview Financial Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joseph B. Dailey
CRD#: 2646145
10401 W Innovation Dr, Suite 100, Wauwatosa, WI 53226

Joseph Dailey (CRD# 2646145) is an Investment Advisor Representative working at Broadview Financial Management, LLC in Wauwatosa, WI and has over 28 years of experience in the finance industry.

2
Adam W. Dodge
CRD#: 5581033
10401 W Innovation Dr, Suite 100, Wauwatosa, WI 53226

Adam Dodge (CRD# 5581033) is an Investment Advisor Representative working at Broadview Financial Management, LLC in Wauwatosa, WI and has over 15 years of experience in the finance industry.

3
Matthew P. Goihl
CRD#: 5547291
10401 W Innovation Dr, Suite 100, Wauwatosa, WI 53226

Matthew Goihl (CRD# 5547291) is an Investment Advisor Representative working at Broadview Financial Management, LLC in Wauwatosa, WI and has 1 year of experience in the finance industry.

4
Amanda H. Taylor
CRD#: 3245959
10401 W Innovation Dr, Suite 100, Wauwatosa, WI 53226

Amanda Taylor (CRD# 3245959) is an Investment Advisor Representative working at Broadview Financial Management, LLC in Wauwatosa, WI and has over 24 years of experience in the finance industry.

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