Goldstein Advisors, LLC

Goldstein Advisors, LLC (CRD# 323125) is a financial advisory firm headquartered in Madison, WI. They manage $782,203,578 in 3,457 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
1241 John Q Hammons Dr, Suite 302, Madison, WI 53717
https://www.goldsteinadvisors.com
By the Numbers
  • Total Assets Under Management
    782
    MILLION
  • Total Number of Accounts
    3,457
    ACCOUNTS
  • Average Account Value
    $226,267
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, MN, NC, NV, NY, TX, VA, WA, WI

Financial Advisors at Goldstein Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Amanda Gausewitz, financial advisor Madison WI
Amanda M. Gausewitz
CRD#: 4868750
1241 John Q Hammons Dr, Suite 302, Madison, WI 53717

Amanda Gausewitz (CRD# 4868750) is an Investment Advisor Representative working at Goldstein Advisors, LLC in Madison, WI and has over 18 years of experience in the finance industry.

2
Jon Goldstein, financial advisor Madison WI
Jon D. Goldstein
CRD#: 2462505
1241 John Q Hammons Dr, Suite 302, Madison, WI 53717

Jon Goldstein (CRD# 2462505) is an Investment Advisor Representative working at Goldstein Advisors, LLC in Madison, WI and has over 26 years of experience in the finance industry.

3
Kyle Kerkenbush, financial advisor Madison WI
Kyle D. Kerkenbush
CRD#: 5390174
1241 John Q Hammons Dr, Suite 302, Madison, WI 53717

Kyle Kerkenbush (CRD# 5390174) is an Investment Advisor Representative working at Goldstein Advisors, LLC in Madison, WI and has over 16 years of experience in the finance industry.

4
Adam Peters, financial advisor Madison WI
Adam R. Peters
CRD#: 5044268
1241 John Q Hammons Dr, Suite 302, Madison, WI 53717

Adam Peters (CRD# 5044268) is an Investment Advisor Representative working at Goldstein Advisors, LLC in Madison, WI and has over 15 years of experience in the finance industry.

5
David Sharpe, financial advisor Madison WI
David M. Sharpe
CRD#: 4916019
1241 John Q Hammons Dr, Suite 302, Madison, WI 53717

David Sharpe (CRD# 4916019) is an Investment Advisor Representative working at Goldstein Advisors, LLC in Madison, WI and has over 17 years of experience in the finance industry.

6
Lisa Spadoni, financial advisor Madison WI
Lisa A. Spadoni
CRD#: 5667912
1241 John Q Hammons Dr, Suite 302, Madison, WI 53717

Lisa Spadoni (CRD# 5667912) is an Investment Advisor Representative working at Goldstein Advisors, LLC in Madison, WI and has over 14 years of experience in the finance industry.

7
Katherine Stellflue, financial advisor Lake Forest CA
Katherine A. Stellflue
CRD#: 4221262
Lake Forest, CA

Katherine Stellflue (CRD# 4221262) is an Investment Advisor Representative working at Goldstein Advisors, LLC in Lake Forest, CA and has over 14 years of experience in the finance industry.

8
Joseph Greene, financial advisor Madison WI
Joseph J. Greene
CRD#: 7272232
1241 John Q Hammons Dr, Suite 302, Madison, WI 53717

Joseph Greene (CRD# 7272232) is an Investment Advisor Representative working at Goldstein Advisors, LLC in Madison, WI and has 1 year of experience in the finance industry.

9
Andrew Peters, financial advisor Madison WI
Andrew T. Peters
CRD#: 6731901
1241 John Q Hammons Dr, Suite 302, Madison, WI 53717

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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