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Noel D. Goeddel

ISTHMUS PARTNERS
MADISON, WI 53703
Some features on this profile are disabled
CRD#: 4568594
NG

Professional summary

Noel David Goeddel is a registered financial advisor currently at ISTHMUS PARTNERS, LLC located in Madison, Wisconsin.

Noel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Noel has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
MADISON PUBLIC LIBRARY FOUNDATION BOARD MEMBER FUNDRAISING AWARENESS FOR THE MADISON COUNTY PUBLIC LIBRARY SINCE 10/04/2017 3 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noel David Goeddel'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

May 26, 2016 - Present

ISTHMUS PARTNERS, LLC

Office #1: 1 South Pinckney Street Suite 800, Madison, WI 53703
RIA
CRD#: 171279
MADISON, WI
Past

January 21, 2000 - August 23, 2012

HOLT-SMITH ADVISORS

RIA
CRD#: 105901
MADISON, WI

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".
IP
ISTHMUS PARTNERS, LLC
ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA
Registered Investment Advisory firm - (5/19/2014 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
(5/26/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2000
Uniform Investment Adviser Law Examination

Current Firm

IP
ISTHMUS PARTNERS, LLC
ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA
Registered Investment Advisory firm - (5/19/2014 Approved)
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Contact information

Main Address
1 South Pinckney Street Suite 800, Madison, WI 53703
Mailing Address
Phone number
(608) 729-0949
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ISTHMUS PARTNERS APPENDIX 1 WRAP FEE BROCHURE (10/23/2025)
ISTHMUS PARTNERS PART 2A BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts1,732
AUM (Assets Under Management)$ 1,296,248,165

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.

Company Information

ISTHMUS PARTNERS, LLC

CRD#: 171279Madison, WI 53703

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