Adam Gene Goldstein
Investment adviser representative at Ifg Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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 assetsFixed 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.
- Ifg Advisors, LLCApr 2021 to now
- Buckingham Asset Management, LLCOct 2013 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Ifg Advisors, LLC
$1BAssets managed
566Clients
8Advisers
12 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
- 6322742
- Firm CRD
- 172329