Financial ADVSR advisor directory · SEC adviser records
Goldstein Advisors, LLC financial advisors in Madison, WI
Every SEC-registered investment adviser representative at a Goldstein Advisors, LLC office in Madison, A to Z.
11 registered advisors work at Goldstein Advisors, LLC in Madison, out of 11 at the firm nationwide; it ranks number 18 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Goldstein Advisors, LLC advisors in Madison, A to Z
Every Goldstein Advisors, LLC advisor →- Jonathan GausewitzInvestment adviser rep
- Jon D. GoldsteinCertified Financial Planner, Chartered Financial Consultant
- Bailey E. GreeneInvestment adviser rep
- Joseph J. GreeneInvestment adviser rep
- Adam R. HanewallInvestment adviser rep
- Kyle D. KerkenbushCertified Financial Planner
- Taylor D. KnutsonInvestment adviser rep
- Ethan P. NeuensInvestment adviser rep
- Adam R. PetersCertified Financial Planner
- Lisa A. SpadoniCertified Financial Planner
- Jack F. Van DykeInvestment adviser rep
Goldstein Advisors, LLC advisors in every city and state →Goldstein Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Madison
All Madison advisors →LPL Financial LLC 52Ameriprise Financial Services, LLC 39Madison Partners 28UBS Financial Services Inc. 28Pfs Investments Inc. 24Edward Jones 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Osaic Wealth, Inc. 18Cetera Investment Advisers LLC 17Harbour Investments, Inc. 17Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15
Questions
How many financial advisors does Goldstein Advisors, LLC have in Madison?
11 investment adviser representatives are registered at Goldstein Advisors, LLC offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Goldstein Advisors, LLC one of the largest advisor employers in Madison?
Goldstein Advisors, LLC ranks number 18 in Madison by registered advisors; LPL Financial LLC has the most, with 52.
How do I check a Goldstein Advisors, LLC advisor in Madison?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Goldstein Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.