Goldstein Advisors
Financial Services • 
Madison, Wisconsin, United States • 11-20 Employees
Company overview
| Headquarters | 1241 John Q Hammons Drive, Suite 302, Madison, Wisconsin 53717, US |
| Phone number | +16088313235 |
| Website | |
| NAICS | 52 |
| Founded | 1998 |
| Employees | 11-20 |
| Socials |
Key Contacts at Goldstein Advisors
Joe Greene
Financial Planner And Director Of Community And Client Engagement
Mike Cerniglia
Director Of Strategic Growth
Andy Peters
Ceo
Adam Peters
Director Of Financial Planning And Financial Planner
Kyle Kerkenbush
Director Of Investments And Financial Planner
Mandi Gausewitz
Director Of Advisory Services & Financial Planner At Goldstein Advisors
Goldstein Advisors Email Formats
Goldstein Advisors uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@goldsteinadvisors.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@goldsteinadvisors.com | 66.7% |
{first name}.{last name} | john.doe@goldsteinadvisors.com | 22.2% |
{first name} | john@goldsteinadvisors.com | 11.1% |
About Goldstein Advisors
Goldstein Advisors has assembled a team of financial planners that have the expertise and experience for all your financial planning needs. From retirement planning, to tax planning, education planning, charitable giving strategies, estate planning, insurance planning, and small business planning and business exit strategies, our team works together to help you with your plans and goals. Together, we’ll build a personalized plan based on your needs. We strategize with you to discuss goals, including everything from today’s lifestyle to tomorrow’s legacy. We’ll work diligently to develop your plan – and put it into motion. As trusted partners, we’ll guide you along your path to success. Through committed relationships, our team works to understand all parts of your financial life. We champion premier customer service, leverage advanced education, and tap into decades of experience. Our commitment is to work alongside you in an ever complex and changing landscape. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (https://www.finra.org/)/SIPC (https://www.sipc.org/). Investment advisory services offered through Goldstein Advisors, LLC. Goldstein Advisors and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures: https://www.kestrafinancial.com/disclosures.
Goldstein Advisors revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Goldstein Advisors has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
Goldstein Advisors has never raised funding before.
Goldstein Advisors Tech Stack
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