Kyle David Kerkenbush
Investment Adviser Representative at Goldstein Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle David Kerkenbush is an investment adviser representative with Goldstein Advisors, LLC in Madison, WI, where they have been registered since 2022. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Arbor Point Advisors and Ameriprise Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, Inc.Aug 2007 – Oct 2019Madison, WI
- Securities America, Inc.Oct 2019 – Nov 2022Middleton, WI
- Arbor Point AdvisorsOct 2019 – Nov 2022Middleton, WI
- Goldstein Advisors, LLCNov 2022 – no end date reportedMadison, WI
- Kestra Investment Services LLCNov 2022 – Dec 2023Madison, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Goldstein Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0135
- First $1M1.35%
- Next $2M1.00%
- Next $2M0.90%
- Next $5M0.80%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Madison, WI
- SEC file number:
- 801-126612
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 22, 2026
View full firm profileOther advisors at Goldstein Advisors, LLC
9 other advisors in the directory
Similar advisors in Madison, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle David Kerkenbush 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.
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