Matthew Armstrong Goetzke

Employer firm

Walleye Partners LLC CRD 333435

$277M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → 09/2024
  Mendota Financial Group, Llc
  Madison, WI
• 10/2024 → Present
  Walleye Partners Llc
  Madison, WI

Previous Registrations

• 2005-07-22 → 2024-10-21
  Mendota Financial Group, Llc
  Madison, WI
  Madison, WI
  Madison, WI
• 2005-04-06 → 2005-05-16
  Filbrandt Investment Advisers Incorporated
  Middleton, WI
• 2000-07-07 → 2005-03-18
  Vestor Capital Securities, Llc
  Chicago, IL

Other Businesses

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. MAY 2015; 49% IS OWNED BY KUMADA, THEREFORE INDIRECT OWNERSHIP THROUGH KUMADA. 3) WINGRA VENTURE PARTNERS, LLC, INVESTMENT RELATED, MADISON, WI, PRIVATE INVESTMENT FIRM FOCUSED ON EVALUATING AND INVESTING IN PRIVATELY HELD BUSINESSES, MEMBER, 12/2025, APPROXIMATELY 5 HOURS PER MONTH 0 HOURS DURING SECURITIES TRADING HOURS, MEMBER OF THE TEAM THAT EVALUATES NEW OPPORTUNITIES AND MONITORS EXISTING INVESTMENTS. NO DAY TO DAY OPERATIONS OR MANAGEMENT OF PORTFOLIO COMPANIES.

Exams

• S66 Uniform Combined State Law Examination
  1999-08-23

Designations

• Chartered Financial Analyst