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JL

Justin Louis Goldstein

Investment Adviser Representative at WEALTHSPIRE RETIREMENT ADVISORY

Madison, WICRD #5779980Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
New MexicoWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/12/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/23/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealthspire Retirement Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHSPIRE ADVISORSCurrent
6/2/2026Madison, WI
WEALTHSPIRE RETIREMENT ADVISORYCurrent
6/18/2019Madison, WI
WEALTHSPIRE ADVISORS
6/12/20131/2/2020Madison, WI
BAKER TILLY INVESTMENT ADVISORS
8/22/20127/8/2013Madison, WI
WADDELL & REED, INC.
8/13/20108/22/2012Madison, WI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin Louis Goldstein has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.