Joseph Oliver Martin

Current Employers

Goalbridge Wealth Management, Llc

2800 E. Enterprise Ave Suite 201, Appleton, WI 54913 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-01-01

WI RA
APPROVED

Since 2025-01-01

Branch Locations

2800 E. Enterprise Ave Suite 201, Appleton, WI 54913 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Appleton	WI	07/2015	07/2018
Goalbridge Wealth Management, Llc	Appleton	WI	07/2018	Present
Ameriprise Financial Services, Inc.	Appleton	WI	07/2015	07/2018

07/2015 → 07/2018

Ameriprise Financial Services, Inc.

Appleton, WI
07/2018 → Present

Goalbridge Wealth Management, Llc

Appleton, WI
07/2015 → 07/2018

Ameriprise Financial Services, Inc.

Appleton, WI

Previous Registrations

2015-07-24 → 2018-08-02

Ameriprise Financial Services, Llc

Appleton, WI
2011-09-26 → 2015-08-04

Morgan Stanley

Appleton, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-09-23

S66 Uniform Combined State Law Examination

2011-09-23

Designations

View on SEC IAPD

Current Employers

Goalbridge Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews