Best Investors Account Sign in
Inactive

Taylor Dean Knutson

Goldstein Advisors, LLC

Madison, WI

CRD 7561793

Claim This Profile
Employer firm

Goldstein Advisors, LLC CRD 323125

$1.08B regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Goldstein Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-08-26
  • WI RA
    APPROVED
    Since 2026-08-26

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, Llc Madison WI 03/2023 08/2026
The Crow La Crosse WI 08/2022 05/2023
Ameriprise Financial Services, Llc Richland Center WI 05/2022 08/2022
Unemployed La Crosse WI 01/2022 04/2022
Texas Roadhouse Onalaska WI 09/2021 12/2021
Freddy Valentines Public House Spring Green WI 05/2016 08/2021
Goldstein Advisors, Llc Madison WI 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-11
  • S66 Uniform Combined State Law Examination
    2023-12-11

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.

Nearby Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI

More in Madison, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor