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Justin Kassanits is an investment advisor representative with Captrust. Justin is registered with the state of Indiana and holds the Series 65 license. Justin has been in the financial services industry since September 2011. Justin is a Certified Financial Planner™. Justin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IN
10/16/2023 - Present
Captrust (INDIANAPOLIS IN)
IA
Issued 06/20/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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