Kyle Kerkenbush

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CFP®, APMA®, CIMA®, CRPC®, DACFP

Director of Investments/Financial Planner

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

Office: 608-831-3230
Toll Free: 877-640-6894
Fax: 608-831-3235

kyle.kerkenbush@goldsteinadvisors.com

Schedule Appointment

Bio

As Goldstein Advisors Director of Investments, Kyle specializes in portfolio research and implementation of investment strategies. As a financial planner and advisor, Kyle works with each client to build an appropriate investment portfolio designed to help them reach their desired objectives. He enjoys educating clients about their portfolio components and market fluctuations to ensure they feel knowledgeable and comfortable with their strategy, helping them to stay focused on their long-term goals.

Kyle seeks to find a balance of appropriate risk and growth components intended to address each client’s unique goals and needs. He measures his success by his clients’ ability to seek the type of lifestyle they desire. Kyle enjoys working with investments and finds helping individuals and families meet their goals 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.

Kyle likes to find a balance between work and family time, and he enjoys coaching, engaging in golf and hockey, and playing sports or outdoor games with his wife, daughter, and son. One day, Kyle hopes to attend the Masters and a Stanley Cup hockey game.

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 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.

Kyle Kerkenbush

Bio

Areas of Focus

Professional Designations & Associations

Madison Office

Lake Forest Office

Hours