Taylor Dean Knutson
Investment adviser representative at Goldstein Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 yearsFirm in business
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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
10 years in the industry.
- Goldstein Advisors, LLCAug 2026 to now
- Ameriprise Financial Services, LLCMar 2023 to Aug 2026
- The CrowAug 2022 to May 2023
- Ameriprise Financial Services, LLCMay 2022 to Aug 2022
- UnemployedJan 2022 to Apr 2022
- Texas RoadhouseSep 2021 to Dec 2021
- Freddy Valentines Public HouseMay 2016 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7561793
- Firm CRD
- 323125