Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Spadoni is a financial advisor registered with Goldstein Advisors, LLC in Madison, Wisconsin. Lisa is a Certified Financial Planner and has over 13 years of experience in the financial services industry. Lisa is also registered with the state of Wisconsin. She has worked with a variety of firms, including Edward Jones, Ameriprise Financial Services, Inc., Securities America, Inc., Kestra Investment Services LLC, and Arbor Point Advisors. Lisa provides a wide range of financial services to her clients, including financial planning, investment management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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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
01/23/2013 - 10/18/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Middleton WI)
WI
07/07/2009 - 01/25/2013
EDWARD JONES (MADISON WI)
BOTH
Issued 07/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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