Matthew A. Goetzke

WALLEYE PARTNERS LLC

MADISON, WI

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CRD#: 3248843

Professional summary

Matthew Armstrong Goetzke is a registered financial advisor currently at WALLEYE PARTNERS LLC located in Madison, Wisconsin.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) KUMADA, LLC. ENTITY ESTABLISHED TO AGGREGATE PERSONAL INVESTMENTS OF DANIEL GRESCH, KURT AHRENS AND MATTHEW GOETZKE; MADISON, WISCONSIN; FACILITATE VARIOUS PERSONAL INVESTMENTS; SEPTEMBER 2013; MANAGING MEMBER; NO HOURS DURING SECURITIES TRADING HOURS. NO COMPENSATION WHATSOEVER RECEIVED. 2) MENDOTA VENTURE CAPITAL, LLC. AN SEC EXEMPT VENTURE CAPITAL REPORTING ADVISOR. MAY 2015; 49% IS OWNED BY KUMADA, THEREFORE INDIRECT OWNERSHIP THROUGH KUMADA. 3) MADISON ICE INC.; BOARD MEMBER; NONPROFIT THAT OWNS AND OPERATES 2 ICE RINKS IN MADISON, WI; MAY 2016

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Armstrong Goetzke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 29, 2024 - Present

WALLEYE PARTNERS LLC

RIA

CRD#: 333435

MADISON, WI

Past

July 22, 2005 - October 21, 2024

MENDOTA FINANCIAL GROUP, LLC

RIA

CRD#: 136294

MADISON, WI

Past

April 6, 2005 - May 16, 2005

FILBRANDT INVESTMENT ADVISERS INCORPORATED

RIA

CRD#: 104562

MIDDLETON, WI

Past

July 7, 2000 - March 18, 2005

VESTOR CAPITAL SECURITIES, LLC

RIA

CRD#: 15809

CHICAGO, IL

Past

July 15, 1999 - March 18, 2005

VESTOR CAPITAL SECURITIES, LLC

CRD#: 15809

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WALLEYE PARTNERS LLC

GOETZKE CAPITAL LLC | WALLEYE PARTNERS LLC

CRD#: 333435 / SEC#: 801-131353

RIA

Registered Investment Advisory firm - (10/28/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(10/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/14/1999

General Securities Representative Examination

Current Firm

WALLEYE PARTNERS LLC

GOETZKE CAPITAL LLC | WALLEYE PARTNERS LLC

CRD#: 333435 / SEC#: 801-131353

RIA

Registered Investment Advisory firm - (10/28/2024 Approved)

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Contact information

Main Address

Madison, WI

Mailing Address

Phone number

(608) 332-8434

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WP ADV PART 2A (7/21/2025)

Regulatory assets under management

Total Number of Accounts	219
AUM (Assets Under Management)	$ 201,088,461

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew A. Goetzke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Armstrong Goetzke's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALLEYE PARTNERS LLC

MENDOTA FINANCIAL GROUP, LLC

FILBRANDT INVESTMENT ADVISERS INCORPORATED

VESTOR CAPITAL SECURITIES, LLC

VESTOR CAPITAL SECURITIES, LLC

Primary Firm SEC Registration

WALLEYE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/1999

Series 7

Date: 7/14/1999

Current Firm

WALLEYE PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WALLEYE PARTNERS LLC

TRUST BUT VERIFY

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