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Adam Ryan Peters

Goldstein Advisors, LLC

Madison, WI

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Current Employers
Goldstein Advisors, Llc

1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-06
WI RA APPROVED 2022-10-06
  • TX RA
    APPROVED
    Since 2022-10-06
  • WI RA
    APPROVED
    Since 2022-10-06

Branch Locations

1241 John Q Hammons Dr Suite 302, Madison, WI 53717 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Madison WI 09/2011 10/2019
Securities America, Inc. Middleton WI 10/2019 11/2022
Arbor Point Advisors Middleton WI 10/2019 11/2022
Goldstein Advisors, Llc Madison WI 10/2022 Present
Kestra Investment Services Llc Madison WI 11/2022 12/2023
  • 09/2011 → 10/2019
    Ameriprise Financial Services, Inc.
    Madison, WI
  • 10/2019 → 11/2022
    Securities America, Inc.
    Middleton, WI
  • 10/2019 → 11/2022
    Arbor Point Advisors
    Middleton, WI
  • 10/2022 → Present
    Goldstein Advisors, Llc
    Madison, WI
  • 11/2022 → 12/2023
    Kestra Investment Services Llc
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-30
S65 Uniform Investment Adviser Law Examination 2008-10-30
  • S66 Uniform Combined State Law Examination
    2011-12-30
  • S65 Uniform Investment Adviser Law Examination
    2008-10-30
Designations

View on SEC IAPD

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VALMARK ADVISERS, INC.
GREENPOINT ASSET MANAGEMENT V LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

More in Madison, WI

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