Advisor at GoalBridge Wealth Management, LLC
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Firm
GoalBridge Wealth Management, LLC
Location
Appleton, WI 54913
Credentials
CFP®, CFA®, Series 66
Industry experience
14 years
Joseph Martin is a CFP® and CFA® charterholder with 14 years of experience in the financial services industry. He has worked at GoalBridge Wealth Management, LLC since 2018 and previously spent three years at Ameriprise Financial Services, Inc. GoalBridge Wealth Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm’s investment process integrates multiple analytical methods and focuses on a long-term trading horizon tailored to each client’s objectives.
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001+: 1.00% or less
2800 E. Enterprise Ave, Suite 201
Appleton, WI 54913
Wisconsin
GoalBridge Wealth Management, LLC
2018 - Present (8 years)
Ameriprise Financial Services, Inc.
2015 - 2018 (3 years)
Ameriprise Financial Services, Inc.
2015 - 2018 (3 years)
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