Jonathan
Gausewitz
Goldstein Advisors, LLC
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About this Advisor
Jonathan Gausewitz is a financial advisor based in Madison, Wisconsin, working with Goldstein Advisors, LLC. Jonathan has previously held positions at Ameriprise Financial Services, Inc, Securities America, Inc, Arbor Point Advisors, Kestra Investment Services, LLC, and Goldstein Advisors LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Jonathan is part of Goldstein Advisors, LLC, which operates out of Madison, Wisconsin. The firm has 1 office and 19 employees. The firm manages assets totaling $782.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Goldstein Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Goldstein Advisors, LLC Brokerage Details
$782,203,578
19
3,457
$226,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathan Gausewitz Work History
Kestra Investment Services, LLC
Goldstein Advisors LLC
Securities America, Inc
Arbor Point Advisors
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Jonathan Gausewitz 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
Lake Forest, CA
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
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