DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Lisa A Spadoni

Goldstein Advisors, LLCindependent RIAMadison, WiIA-onlyIAPD 5667912

Certified Financial Planner

Feed of 09/14/2026

Also filed as Lisa Ann Reilly

At current firm

3 y

since Oct 6, 2022

In the industry

17 y

since Jul 17, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: goldsteinadvisors.com/team/lisa-spadonireportedgoldsteinadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Goldstein Advisors, LLC independent RIA current
since Oct 6, 2022 · Madison, Wi
Arbor Point Advisors former
Oct 10, 2019 to Dec 1, 2022 · Middleton, Wi
Ameriprise Financial Services, LLC national BD
Jan 23, 2013 to Oct 18, 2019 · Madison, Wi
Edward Jones national BD
Jul 20, 2009 to Jan 25, 2013 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Arbor Point Advisors to Goldstein Advisors, LLC
left Dec 1, 2022, registered Oct 6, 2022 (-56 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Ameriprise Financial Services, LLC to Arbor Point Advisors
left Oct 18, 2019, registered Oct 10, 2019 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
Edward Jones to Ameriprise Financial Services, LLC
left Jan 25, 2013, registered Jan 23, 2013 (-2 days) · Affiliated broker-dealer or bank to another

Signals

Lisa A Spadoni left Arbor Point Advisors for Goldstein Advisors, Llc (registered 2022-10-06)
Dec 1, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address