Kyle D. Kerkenbush

GOLDSTEIN ADVISORS

Madison, WI 53717

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CRD#: 5390174

Professional summary

Kyle David Kerkenbush, CFP®, CIMA® is a registered financial advisor currently at GOLDSTEIN ADVISORS, LLC located in Madison, Wisconsin.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kyle has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

***Verona Youth Hockey, Investment related: No; 451 E. Verona Ave., Verona, WI 53593; Nature: Hockey Association; Position: Assistant Coach, Start: 10/01/2024; 0 Hours/month during securities trading hours; Duties: Coach of hockey team.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle David Kerkenbush's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 6, 2022 - Present

GOLDSTEIN ADVISORS, LLC

Office #1: 1241 John Q Hammons Dr Suite 302, Madison, WI 53717

RIA

CRD#: 323125

Madison, WI

Past

November 30, 2022 - December 31, 2023

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Madison, WI

Past

October 10, 2019 - November 30, 2022

ARBOR POINT ADVISORS

RIA

CRD#: 165127

MIDDLETON, WI

Past

October 10, 2019 - November 30, 2022

SECURITIES AMERICA, INC.

CRD#: 10205

MIDDLETON, WI

Past

October 30, 2007 - October 18, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Middleton, WI

Past

October 5, 2007 - October 18, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Middleton, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GOLDSTEIN ADVISORS, LLC

CRD#: 323125 / SEC#: 801-126612

RIA

Registered Investment Advisory firm - (9/26/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(10/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/29/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/9/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/4/2007

General Securities Representative Examination

Current Firm

GOLDSTEIN ADVISORS, LLC

CRD#: 323125 / SEC#: 801-126612

RIA

Registered Investment Advisory firm - (9/26/2022 Approved)

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Contact information

Main Address

1241 John Q Hammons Dr Suite 302, Madison, WI 53717

Mailing Address

Phone number

(608) 831-3230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GOLDSTEIN ADVISORS, LLC ADV BROCHURE (9/3/2025)

Regulatory assets under management

Total Number of Accounts	3,623
AUM (Assets Under Management)	$ 943,408,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kyle D. Kerkenbush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle David Kerkenbush's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

ARBOR POINT ADVISORS

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GOLDSTEIN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2007

SIE

Date: 10/1/2018

Series 31

Date: 3/9/2011

Series 7

Date: 10/4/2007

Current Firm

GOLDSTEIN ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLDSTEIN ADVISORS, LLC

TRUST BUT VERIFY

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