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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 | 2026-08-14 |
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 |
|---|---|---|---|---|
| West De Pere Middle School | De Pere | WI | 08/2016 | 07/2018 |
| West De Pere High School | De Pere | WI | 09/2018 | 06/2019 |
| Blue Restaurant And Lounge | De Pere | WI | 06/2019 | 06/2020 |
| Walmart | De Pere | WI | 07/2020 | 05/2022 |
| West De Pere School District | De Pere | WI | 05/2022 | 08/2022 |
| University Of Wisconsin - Milwaukee Housing | Milwaukee | WI | 10/2022 | 04/2023 |
| Precision Cut Stone | De Pere | WI | 05/2023 | 12/2023 |
| Schneider National | Green Bay | WI | 01/2024 | 05/2025 |
| Nicolet National Bank | Green Bay | WI | 06/2025 | 06/2026 |
| Goldstein Advisors | Madison | WI | 07/2026 | Present |
| Unemployed | De Pere | WI | 05/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
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