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Noel David Goeddel

HOLT-SMITH ADVISORS, INC.·MADISON, Wisconsin
Series 65Clean record26 years registeredHOLT-SMITH ADVISORS, INC.
5201 EAST TERRACE DRIVE, MADISON, WI 53718CRD# 4568594Firm CRD# 105901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Noel David Goeddel · MADISON, WI
Registration
CRD #4568594 · HOLT-SMITH ADVISORS, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

ISTHMUS PARTNERS, LLC
May 2016 – present
HOLT-SMITH ADVISORS
Jan 2000 – Aug 2012
MADISON, WI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 21, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOLT-SMITH ADVISORS, INC.
CRD 105901 · SEC 801-30171
AUM
$99M
Regulatory assets under management
Employees
6
134 client accounts
Services offered by HOLT-SMITH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOLT-SMITH ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Noel David Goeddel offer?
Noel David Goeddel specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MADISON, Wisconsin for a consultation.
What are Noel David Goeddel's credentials?
Noel David Goeddel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Noel David Goeddel located?
Noel David Goeddel is based in MADISON, Wisconsin, working with HOLT-SMITH ADVISORS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Noel David Goeddel charge for services?
Noel David Goeddel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOLT-SMITH ADVISORS, INC.?
HOLT-SMITH ADVISORS, INC. has approximately 6 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOLT-SMITH ADVISORS, INC.

Michael John Wilson
MADISON, WI
Ryan Daniel Erickson
MADISON, WI

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