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Goldstein Advisors, LLC CRD 323125
$1.08B regulatory AUM 22 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-28 |
Branch Locations
1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldstein Advisors, Llc | Madison | WI | 01/2023 | Present |
| University Of Wisconsin Hospital And Clinics | Madison | WI | 07/1991 | 12/2022 |
| Orthovise Llc | Madison | WI | 07/2011 | Present |
| Goldstein Advisors, Llc | Madison | WI | 06/2023 | Present |
***OrthoVise LLC; not investment related; Madison, WI, Healthcare consulting; CEO and Owner; Start: 07/2011; approximately 10 hours/month devoted to business; provide Health Care Consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-19 |
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