Adam Peters

from Goldstein Advisors, LLC
SEC regulated
Regulated Investment Advisor
Adam Peters is a financial advisor based in Wisconsin, Madison, with 13 years of experience. Adam currently works for Goldstein Advisors, LLC. Adam maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Adam Peters works at Goldstein Advisors, LLC
Goldstein Advisors, LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $782,203,578 of assets under management and employs about 19 people. Goldstein Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
1241 John Q Hammons Dr, Suite 302, Madison, Wisconsin, 53717

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].