BROADVIEW FINANCIAL MANAGEMENT, LLC

WAUWATOSA, Wisconsin·9 registered advisors·CRD# 143550
SEC# 801-776250414-390-1492
01

Firm Overview

AUM
$549M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BROADVIEW FINANCIAL MANAGEMENT, LLC

9 registered advisors
Adam William Dodge
WAUWATOSA, Wisconsin
Amanda Hunn Taylor
WAUWATOSA, Wisconsin
Angela Lynne Pingel
WAUWATOSA, Wisconsin
Barry Steven Sattell
WAUWATOSA, Wisconsin
F. Michael Arnow
WAUWATOSA, Wisconsin
Joseph Banfay Dailey
WAUWATOSA, Wisconsin
Matthew Paul Goihl
WAUWATOSA, Wisconsin
William Jeffery Heilbronner
MENOMONEE FALLS, Wisconsin
William Rewolinski
MENOMONEE FALLS, Wisconsin
05

Office Locations

WAUWATOSA, Wisconsin
7 advisors
MENOMONEE FALLS, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. BROADVIEW FINANCIAL MANAGEMENT, LLC (CRD# 143550) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.