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Matt Goihl
Chief Executive Officer at Broadview Financial Management LLC
Matt Goihl active positions
Companies | Position | Start | End |
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Broadview Financial Management LLC
![]() Broadview Financial Management LLC Investment ManagersFinance Broadview Financial Management LLC (Broadview) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wauwatosa, Wisconsin. The firm changed their name from SJA Financial Advisory LLC to Broadview Financial Management LLC in 2022. Broadview provides fee-only personal financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Executive Officer | 2008-03-31 | - |
Career history of Matt Goihl
Training of Matt Goihl
University of Wisconsin-Whitewater | Masters Business Admin |
University of Wisconsin | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Chief Executive Officer | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Broadview Financial Management LLC
![]() Broadview Financial Management LLC Investment ManagersFinance Broadview Financial Management LLC (Broadview) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wauwatosa, Wisconsin. The firm changed their name from SJA Financial Advisory LLC to Broadview Financial Management LLC in 2022. Broadview provides fee-only personal financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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