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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Kevin Storn is an Investment Advisor Representative at Castellan. Ronald is registered with the state of Kentucky and has been in the industry since 2014. Ronald is a registered investment advisor representative in Florida, Kentucky and Texas. Ronald is also a licensed investment advisor representative in Kentucky. Ronald has a Series 65 license. Castellan is headquartered in Louisville, KY. Castellan provides investment advisory services to high-net-worth individuals and pooled investment vehicles. They manage assets in excess of $353 million. Castellan's compensation arrangements include fixed fees, percentage of assets, and performance-based fees.
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.
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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KY
05/23/2022 - Present
Castellan (LOUISVILLE KY)
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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