Adam Peters, financial advisor Madison WI

Adam Peters

CRD Number: 5044268
Current Firm: Goldstein Advisors, LLC

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. Adam Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services LLC Madison, WI Nov 2022 - Current 1
Goldstein Advisors, LLC Madison, WI Oct 2022 - Current 1
Securities America, Inc. Middleton, WI Oct 2019 - Nov 2022 3
Arbor Point Advisors Middleton, WI Oct 2019 - Nov 2022 3
Ameriprise Financial Services, Inc. Madison, WI Sep 2011 - Oct 2019 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Adam R. Peters
By the Numbers
  • Total Assets Under Management
    782
    MILLIONS
  • 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

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

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