Ethan Paul Neuens
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, LLCJul 2026 to now
- Nicolet National BankJun 2025 to Jun 2026
- UnemployedMay 2025 to Jun 2025
- Schneider NationalJan 2024 to May 2025
- Precision Cut StoneMay 2023 to Dec 2023
- University of Wisconsin - Milwaukee HousingOct 2022 to Apr 2023
- West De Pere School DistrictMay 2022 to Aug 2022
- WalmartJul 2020 to May 2022
- Blue Restaurant and LoungeJun 2019 to Jun 2020
- West De Pere High SchoolSep 2018 to Jun 2019
- West De Pere Middle SchoolAug 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
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
- 8315751
- Firm CRD
- 323125