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Broadview Financial Management, LLC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Broadview Financial Management, LLC operates in the financial services sector as a fee-only advisory firm based in Wauwatosa, Wisconsin. The company offers personalized financial guidance intended to help clients meet their goals, with services ranging from one-time consultations to ongoing investment portfolio management, and includes planning areas such as tax strategy, college funding, retirement planning, risk management, charitable giving, and estate planning. By eschewing commissions and third-party compensation, the firm emphasizes independence and aims to minimize conflicts of interest in its client engagements, which serve a mix of high-net-worth individuals and those beginning their journey toward financial independence. Founded and operating in the Wisconsin market, the firm announced a branding and website update in 2022 to support its client-facing presence.

Find Broadview Financial Management, LLC employees' phone numbers or email addresses

Broadview Financial Management, LLC Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Oceania
2

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  • Australia
    2

Broadview Financial Management, LLC's Leadership

  • Stylized image of a person
    J. D.
    Chief Operating Officer, Portfolio Manager, Shareholder
    Mobile Phone
  • Stylized image of a person
    A. D.
    Shareholder
    Mobile Phone
  • Stylized image of a person
    M. G.
    Shareholder And Certified Financial Planner (tm) Professional
    Mobile Phone

Broadview Financial Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Human Resources
  • Legal
  • Other

Contact profiles from Broadview Financial Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. D.
    Chief Operating Officer, Portfolio Manager, Shareholder
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    A. D.
    Shareholder
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    M. G.
    Shareholder And Certified Financial Planner (tm) Professional
    Mobile Phone
    Aug 16, 2023

Frequently Asked Questions

What is Broadview Financial Management, LLC known for?

Minus sign iconPlus sign iconBroadview Financial Management, LLC operates in the Financial Services industry. Explore Broadview Financial Management, LLC's company overview page for more information.

What is Broadview Financial Management, LLC's most common email format?

Minus sign iconPlus sign iconBroadview Financial Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Broadview Financial Management, LLC email formats with LeadIQ.

How many employees does Broadview Financial Management, LLC have currently?

Minus sign iconPlus sign iconBroadview Financial Management, LLC has approximately 10 employees as of August 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Broadview Financial Management, LLC's key employees and leadership?

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As of August 2026, Broadview Financial Management, LLC's key employees include:

  • Chief Operating Officer, Portfolio Manager, Shareholder: J. D.
  • Shareholder: A. D.
  • Shareholder And Certified Financial Planner (tm) Professional: M. G.

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