Joseph Martin
Goalbridge Wealth Management · Appleton, Wisconsin
Joseph Martin is a fee-only financial advisor at Goalbridge Wealth Management in Appleton, Wisconsin, who holds the CFP and CFA credentials. Goalbridge Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Goalbridge Wealth Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $70M across 269 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WI · CRD 5953030 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.goalbridgewealth.com |
How Joseph's firm compares
- Goalbridge Wealth Management's average account is about $260,000, from its Form ADV (assets managed divided by 269 accounts).
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Questions about Joseph
Is Joseph Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Goalbridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Goalbridge Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Martin based?
Joseph Martin is based in Appleton, Wisconsin.
What credentials does Joseph Martin hold?
Joseph Martin holds the CFP and CFA credentials.
Is Joseph Martin registered with the SEC?
Yes. Joseph Martin is registered as an investment adviser representative in WI (CRD 5953030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Goalbridge Wealth Management manage?
Goalbridge Wealth Management reports $70M across 269 accounts in assets under management.
How do I contact Joseph Martin?
Through Joseph's website, www.goalbridgewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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