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Adam Ryan Peters

Goldstein Advisors, LLC

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About Adam Ryan Peters

Adam Peters is a financial advisor with Goldstein Advisors, LLC in Madison, WI. Adam has been working in the financial services industry for over 11 years. Adam is a Certified Financial Planner and has a Series 7, Series 31, Series 65 and Series 66 license. Adam provides a wide range of services to individuals, families and small businesses. This includes financial planning, retirement planning, investment management and college savings. Adam is committed to helping clients achieve their financial goals.

Firm Information

Adam Peters is currently registered with Goldstein Advisors, LLC. Goldstein Advisors, LLC is a Madison, Wisconsin-based registered investment advisor with over $943 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. Goldstein Advisors, LLC has a team of 7 licensed agents, 10 investment advisor representatives, and 9 individuals with investment advisory functions.
Goldstein Advisors, LLC

1241 JOHN Q HAMMONS DR

MADISON, WI 53717

$943.41M

Assets Under Management

41

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Peters’s Registration & Firm History

WI

10/06/2022 - Present

Goldstein Advisors, LLC (MADISON WI)

WI

11/30/2022 - 12/31/2023

KESTRA INVESTMENT SERVICES, LLC (Madison WI)

WI

10/10/2019 - 12/01/2022

SECURITIES AMERICA, INC. (MIDDLETON WI)

WI

12/09/2011 - 10/18/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Middleton WI)

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Licenses & Designations

BOTH

Issued 12/30/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/30/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 12/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Ryan Peters.
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