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Tammy Marie Gomolla

Broadview Financial Management, LLC

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About Tammy Marie Gomolla

Tammy Gomolla is a financial advisor registered with Broadview Financial Management, LLC. Tammy has been in the financial services industry since 1999 and has a strong track record of success. Tammy specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Tammy is committed to helping clients achieve their financial goals. Tammy also offers educational seminars and assistance with the selection of other advisors.

Firm Information

Tammy Gomolla is currently registered with Broadview Financial Management, LLC. Broadview Financial Management, LLC is a fee-only financial advisor located in Wauwatosa, Wisconsin. They provide financial planning and portfolio management services to individuals and families. The firm has a total of $548,972,855 in assets under management and has 1,284 accounts. They specialize in working with high-net-worth individuals and families as well as individuals other than high-net-worth.
Broadview Financial Management, LLC

10401 W INNOVATION DR

WAUWATOSA, WI 53226

$548.97M

Assets Under Management

97

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tammy Gomolla’s Registration & Firm History

WI

08/09/2024 - Present

Broadview Financial Management, LLC (WAUWATOSA WI)

WI

05/15/2009 - 10/17/2023

FIDELITY BROKERAGE SERVICES LLC (BROOKFIELD WI)

WI

11/17/2008 - 04/16/2009

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

WI

06/05/2006 - 04/18/2008

ASSOCIATED INVESTMENT SERVICES, INC. (MILWAUKEE WI)

WI

07/02/1999 - 05/31/2006

SCOTTRADE, INC. (BROOKFIELD WI)

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Licenses & Designations

BOTH

Issued 10/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tammy Marie Gomolla.
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