linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Carl Gausewitz

Goldstein Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Carl Gausewitz

Jonathan Carl Gausewitz is a Registered Representative with Goldstein Advisors, LLC. Jonathan is a Registered Investment Advisor in Wisconsin. Jonathan has been in the securities industry since 2007 and has held previous positions with Kestra Investment Services, LLC, Securities America, Inc. and Ameriprise Financial Services, Inc. Jonathan provides financial planning and portfolio management services to individuals and families. Jonathan also provides pension consulting and selection of other advisors services. Jonathan's firm, Goldstein Advisors, LLC, is an independent investment advisory firm that provides investment advice to individuals and families. Goldstein Advisors, LLC manages over $943 million in assets.

Firm Information

Jonathan Gausewitz 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Gausewitz’s Registration & Firm History

WI

01/19/2024 - 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

09/27/2007 - 10/16/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Middleton WI)

Not sure if Jonathan Carl Gausewitz is right for you?

Licenses & Designations

BOTH

Issued 10/13/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Carl Gausewitz.
Not sure if Jonathan Carl Gausewitz is right for you?