Wisconsin-based wealth management firm Goldstein & Associates joined Securities America Inc.'s platform through Arbor Point Advisors LLC, one of Securities America's corporate registered investment advisers.

Goldstein & Associates' team of six advisers manages $565 million in client assets. Founder and CEO Jon Goldstein leads the company's Middleton, Wis., headquarters, while adviser David Sharpe leads the Lake Geneva, Wis., office.

Securities America is a subsidiary of Ladenburg Thalmann Financial Services Inc.