Andrew Peters (CRD# 6731901) is an Investment Advisor Representative working at Goldstein Advisors, LLC in Madison, WI and has over 2 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldstein Advisors, LLC | Middleton, WI | Oct 2022 - Current | 1 |
| Arbor Point Advisors | Middleton, WI | Feb 2022 - Current | 2 |
| Voyos Development Group, LLC | Middleton, WI | Dec 2016 - Feb 2022 | 5 |
| Trident Contract Management, LLC | Madison, WI | May 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- WI
-
Total Assets Under Management782MILLIONS
-
Total Number of Accounts3,457ACCOUNTS
-
Average Account Value$226,267
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, LA, MN, NC, NV, NY, TX, VA, WA, WI
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