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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Glen Kasteler is a financial advisor with over 27 years of experience in the financial services industry. Brian Glen Kasteler is currently registered with LPL Financial LLC and has held previous registrations with MML Investors Services, LLC and First Western Advisors. Brian Glen Kasteler holds licenses for both securities and investment advisory services in multiple states. Brian Glen Kasteler specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Brian Glen Kasteler is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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UT
08/08/2019 - Present
LPL Financial LLC (COTTONWOOD HEIGHTS UT)
UT
10/09/2003 - 07/31/2019
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
UT
10/02/1992 - 09/30/2003
FIRST WESTERN ADVISORS (HOLLADAY UT)
IA
Issued 09/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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