Matthew Goihl has been Owner, Manager & CEO of Broadview Financial Management since January 2015, is a control person of the firm and directly owns between 25% and 50% of it. Matthew Goihl holds a Bachelor of Arts degree from the University of Wisconsin-Madison and a Master's degree with a finance emphasis from the University of Wisconsin-Whitewater.
Broadview Financial Management, LLC is a Wauwatosa, WI firm with $699M under management, 269 clients and 7 advisers in one office, as of its March 2026 filing.
Matt Goihl is Chief Executive Officer and Financial Planner, and a Shareholder, of Broadview Financial Management. He joined the firm in early 2008 after working in the banking industry for over 12 years. He spends most of his time working directly with clients in a financial planning capacity.
- – present · 17 yearsWauwatosa, WI · Adviser representative · Firm CRD 143550
Professional designations
Listed by Broadview Financial Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Goihl is registered as an investment adviser representative in Wisconsin, since August 2009.
- WisconsinSince 4 August 2009
Examinations
No examinations are on Matthew Goihl’s record.
- Full name
- Matthew Paul Goihl
- CRD
- 5547291
- Firm
- Broadview Financial Management · CRD 143550
- Role
- Owner, Manager & CEO
- Office
- 10401 W INNOVATION DR, SUITE 100, Wauwatosa, WI 53226
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- broadviewfinancial.com
Where does Matthew Goihl work?
Matthew Goihl has been Owner, Manager & CEO of Broadview Financial Management, LLC since January 2015, and is a control person of the firm.
Is Matthew Goihl a financial advisor?
Yes. Matthew Goihl has a current investment-adviser registration in Wisconsin, through Broadview Financial Management since August 2009.
How many years of experience does Matthew Goihl have?
Matthew Goihl has 17 years in the financial industry, since August 2009, across 1 adviser firm.
Where is Matthew Goihl based?
Matthew Goihl’s registered office is in Wauwatosa, WI.
Is Matthew Goihl registered with FINRA?
No. Matthew Goihl has no current broker registration.
Is Matthew Goihl a CFP?
Broadview Financial Management lists Matthew Goihl with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Goihl’s record?
Search CRD 5547291 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Goihl’s full registration record.
