Amanda Marie Gausewitz

Current Employers

Employment History

• 09/2005 → 10/2019
  Ameriprise Financial Services, Inc.
  Middleton, 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

• 2019-10-10 → 2022-12-01
  Arbor Point Advisors
  Middleton, WI
• 2005-05-10 → 2019-10-18
  Ameriprise Financial Services, Llc
  Madison, WI
  Madison, WI
  Middleton, WI
  Middleton, WI

Other Businesses

***THE GAUSEWITZ FAMILY, LLC ; POSITION: 1% Owner ;NATURE: I serve as a backup signor for an LLC that owns farmland in eastern Ohio; INV REL: No ; NUMBER OF HRS: 1 ; DURING SECURITIES TRADING HRS: 0; START : 07/01/2016 ADD: 2483 Westbrook SE, Magnolia OH 44643 DESCRIPTION: I serve as a backup signor for the Gausewitz Family, LLC. This is an LLC that owns farmland in eastern Ohio. ***WISCONSIN YOUTH SYMPHONY ORCHESTRAS : Nature: Non-Profit; Position: Board of Directors and Finance Committee; INVESTMENT REL: No; NUMBER OF HRS: 2; DURING SECURITIES TRADING HRS: 1; START:7/01/2015; ADDRESS: 1118 E. Washington Ave., Madison, WI 53703; DESCRIPTION: The Finance Committee reviews the annual budget and monthly financial statements. I meet with the full Board at their monthly meeting. *** WISCONSIN YOUTH SYMPHONY ORCHESTRAS FOUNDATION: Position: Serve on non-profit foundation board; Nature: Serve on non-profit foundation board; Investment Related: Yes; Number of Hours: 1; Securities Trading Hours: 0; Start Date: 12/5/2024; Address: 1118 E Washington Ave, Madison, WI 53703; Description: Review investment performance semi-annually at board meetings.

Exams

• S66 Uniform Combined State Law Examination
  2005-05-09

Designations

Other Names

• Mandi Gausewitz