Jack Francis Van dyke
Investment adviser representative at Goldstein Advisors, LLC
12 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
12 years in the industry.
- Goldstein Advisors, LLCJan 2025 to now
- Goldstein AdvisorsJun 2023 to Aug 2023
- University of Wisconsin-madisonAug 2020 to Dec 2024
- Under ArmourDec 2019 to Jun 2020
- Neenah High SchoolSep 2016 to May 2020
- Van Dyke BuildersJan 2014 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7750167
- Firm CRD
- 323125