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Matthew Paul Goihl

BROADVIEW FINANCIAL MANAGEMENT, LLC·WAUWATOSA, Wisconsin
Clean record17 years registeredBROADVIEW FINANCIAL MANAGEMENT, LLC
10401 W INNOVATION DR, WAUWATOSA, WI 53226CRD# 5547291Firm CRD# 143550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Paul Goihl · WAUWATOSA, WI
Registration
CRD #5547291 · BROADVIEW FINANCIAL MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

BROADVIEW FINANCIAL MANAGEMENT, LLC
Aug 2009 – present
02

Registrations & Exams

Registration record
First registered · August 4, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550 · SEC 801-77625
AUM
$549M
Regulatory assets under management
Employees
9
1,284 client accounts
Services offered by BROADVIEW FINANCIAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BROADVIEW FINANCIAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Matthew Paul Goihl offer?
Matthew Paul Goihl specializes in Financial Planning, Investment Management. Contact their office in WAUWATOSA, Wisconsin for a consultation.
What are Matthew Paul Goihl's credentials?
Matthew Paul Goihl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Paul Goihl located?
Matthew Paul Goihl is based in WAUWATOSA, Wisconsin, working with BROADVIEW FINANCIAL MANAGEMENT, LLC. Their office serves clients in the WAUWATOSA metropolitan area and surrounding communities.
How does Matthew Paul Goihl charge for services?
Matthew Paul Goihl's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROADVIEW FINANCIAL MANAGEMENT, LLC?
BROADVIEW FINANCIAL MANAGEMENT, LLC has approximately 9 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BROADVIEW FINANCIAL MANAGEMENT, LLC

Amanda Hunn Taylor
WAUWATOSA, WI
F. Michael Arnow
WAUWATOSA, WI
Joseph Banfay Dailey
WAUWATOSA, WI
Barry Steven Sattell
WAUWATOSA, WI
Adam William Dodge
WAUWATOSA, WI
CFP

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