Goldstein Advisors, LLC

Who works here

• AH
  Adam Riely Hanewall
• AP
  Adam Ryan Peters
• AP
  Andrew T Peters
• BG
  Bailey Edward Greene
• EN
  Ethan Paul Neuens
• JD
  Jack Francis Van Dyke
• JG
  Jonathan Gausewitz
• JG
  Jon David Goldstein
• JG
  Joseph James Greene
• KK
  Kyle David Kerkenbush
• LS
  Lisa A Spadoni
• TK
  Taylor Dean Knutson

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Goldstein Advisors, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

323125