Katherine
Stellflue
Goldstein Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Katherine Stellflue is a certified financial planner who works in Lake Forest, California who has 1 year of relevant experience. Stellflue is an employee of Goldstein Advisors, LLC. Their career trajectory has included roles at Lpl Financial, LLC, Pence Wealth Management Corporation, Ameriprise Financial Services, Inc, Securities America, Inc, Arbor Point Advisors, Goldstein Advisors, LLC and Kestra Investment Services, LLC. Stellflue maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Goldstein Advisors, LLC is a registered investment company operating out of Madison, WI. It has a total of 17 employees. It manages $635 million in assets across its 3,401 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 3,401 customer accounts, 18% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the financial services. However, fees charged by Goldstein Advisors, LLC can consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Goldstein Advisors, LLC Brokerage Details
$634,882,604
17
3,401
$186,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Katherine Stellflue Work History
Katherine has been registered as a financial advisor for 1 years.*
Goldstein Advisors, LLC
Kestra Investment Services, LLC
Securities America, Inc
Arbor Point Advisors
Ameriprise Financial Services, Inc
Lpl Financial, LLC
Pence Wealth Management Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katherine Stellflue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goldstein Advisors, LLC
Madison, WI
Lake Forest, CA
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
