# Matthew Goetzke

> Matthew Goetzke is a fee-only financial advisor at Walleye Partners in Madison, Wisconsin, who holds the CFA credential. Walleye Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-goetzke/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Walleye Partners
- **Based in:** Madison, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $276.7M across 363 accounts
- **Credentials:** CFA
- **Works with:** Founders
- **CRD:** 3248843 (https://adviserinfo.sec.gov/individual/summary/3248843)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (1999)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.walleyepartners.com

## Frequently asked questions

### Is Matthew Goetzke a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Walleye Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew's firm, Walleye Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Goetzke based?

Matthew Goetzke is based in Madison, Wisconsin.

### What credentials does Matthew Goetzke hold?

Matthew Goetzke holds the CFA credential.

### Is Matthew Goetzke registered with the SEC?

Yes. Matthew Goetzke is registered as an investment adviser representative in WI (CRD 3248843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Walleye Partners manage?

Walleye Partners reports $276.7M across 363 accounts in assets under management.

### How do I contact Matthew Goetzke?

Through Matthew's website, www.walleyepartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3248843): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.walleyepartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.