Kyle Kerkenbush

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CFP®, APMA®, CIMA®, CRPC®, DACFP

Director of Investments/Financial Planner

Office: 608-831-3230
kyle.kerkenbush@goldsteinadvisors.com

Meet Kyle

Understanding investment opportunities can be an intimidating task for people. Kyle possesses a rare talent to put clients at ease, helping them understand and feel comfortable with their portfolios through transparent and open communication. As a Financial Planner and Director of

Investments, Kyle works with each client to build an appropriate investment portfolio designed to put them on track towards their goals.

After more than a decade as part of the Goldstein team, Kyle continues to measure his success by his clients’ ability to live the lifestyle they desire. He enjoys working with investments and finds guiding individuals and families through every step of the investment process very rewarding.

A graduate of Winona State University, Kyle majored in finance and minored in business administration and economics. He also attended the executive education program through Wharton School of the University of Pennsylvania, where he received his CIMA® certification.

Few people can say they have found the perfect balance of work and life. Kyle feels especially fortunate to have immense passion for what he does while also being able to share the best moments with his family and friends. In addition to spending time with loved ones, Kyle is a sports fan. He coaches hockey, plays golf, and enjoys watching his children participate in their favorite sports.

Areas of Focus

Financial Planning
Investment Planning
Estate & Tax Planning Strategies
Insurance/Risk Management

Professional Designations & Associations

Certified Financial Planner Professional (CFP^®)
Certified Investment Management Analyst (CIMA^®)
Accredited Portfolio Management Advisor (APMA^®)
Chartered Retirement Planning Counselor (CRPC^®)
Digital Assets Council of Financial Professionals (DACFP)
Member, Financial Planning Association
Member, Investments & Wealth Institute

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® plaque design in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Kyle Kerkenbush

Meet Kyle

Areas of Focus

Professional Designations & Associations

Madison Office

Hours