Lisa A Spadoni
Investment adviser representative at Goldstein Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Goldstein Advisors, LLCOct 2022 to now
- Kestra Investment Services LLCNov 2022 to Dec 2023
- Arbor Point AdvisorsOct 2019 to Nov 2022
- Securities America, Inc.Oct 2019 to Nov 2022
- Ameriprise Financial Services, Inc.Jan 2013 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (WI).
Goldstein Advisors, LLC
$1.1BAssets managed
1,070Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5667912
- Firm CRD
- 323125