Kyle
Kerkenbush
Goldstein Advisors, LLC
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About this Advisor
Kyle Kerkenbush is a certified financial planner working out of Madison, Wisconsin, with a total of 1 year of relevant experience. Kerkenbush currently works for Goldstein Advisors, LLC. Throughout their career, Kerkenbush has worked at Ameriprise Financial Services, Inc, Securities America, Inc, Arbor Point Advisors, Goldstein Advisors, LLC and Kestra Investment Services LLC. Kerkenbush has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Wisconsin. Goldstein Advisors, LLC is a firm based out of Madison, WI. The company has a total of 17 advisors. It manages $635 million in assets across its 3,401 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 3,401 client accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Goldstein Advisors, LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on the financial services offered. However, fees charged by Goldstein Advisors, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kyle Kerkenbush Work History
Kyle 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
*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 Kyle Kerkenbush 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
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.
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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.
