Matthew Goetzke
Walleye Partners · Madison, Wisconsin
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.
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Who they serve
- Founders
Facts
| Firm | Walleye Partners |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $276.7M across 363 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 3248843 |
| Exams passed | Series 66 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.walleyepartners.com |
| Profile |
How Matthew's firm compares
- Walleye Partners's average account is about $762,000, from its Form ADV (assets managed divided by 363 accounts).
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Questions about Matthew
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.
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
- Walleye Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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