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).
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Total Assets Under Management782MILLION
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Total Number of Accounts3,457ACCOUNTS
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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
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.
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.
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.
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.
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.
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.
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.
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.
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.