Goldstein Advisors, LLC

CRD 323125 · Madison, WI · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 323125
SEC number: 801-126612
Firm type: RIA
Assets under management: $1.1B as of Feb 12, 2026
Website: www.facebook.com/goldsteinadvisors ↗
Phone: 608-831-3230
Address: 1241 John Q Hammons Dr, Madison, WI, 53717

Advisors at this firm

10 in our index · page 1 of 1

Jon David GoldsteinCRD 2462505 · Madison, WI

IA RegisteredBroker

Disclosure event(s) on record
Jonathan GausewitzCRD 5302057 · Madison, WI

IA RegisteredRegistration inactive
Bailey Edward GreeneCRD 8100987 · Madison, WI

IA Registered
Joseph James GreeneCRD 7272232 · Madison, WI

IA Registered
Adam Riely HanewallCRD 7820524 · Madison, WI

IA RegisteredRegistration inactive
Kyle David KerkenbushCRD 5390174 · Madison, WI

IA RegisteredRegistration inactive
Adam Ryan PetersCRD 5044268 · Madison, WI

IA RegisteredRegistration inactive
Andrew T PetersCRD 6731901 · Madison, WI

IA Registered
Lisa A SpadoniCRD 5667912 · Madison, WI

IA RegisteredRegistration inactive
Jack Francis Van DykeCRD 7750167 · Madison, WI

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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