Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tad? Claim Your ProfileTad Aaron Kastman is an Investment Advisor Representative at Captrust. Tad Kastman is registered with the state of Minnesota. Tad Kastman has been in the industry since 2016. Tad Aaron Kastman's previous employers include Quantitative Advantage, LLC, Xcel Energy and QA Investment Services, LLC. Tad Aaron Kastman's firm, Captrust, has offices in Raleigh, NC. Captrust manages assets for individuals, pension and profit-sharing plans, corporations, charitable organizations, insurance companies, and state or municipal government entities.
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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MN
04/25/2023 - Present
Captrust (Minnetonka MN)
IA
Issued 09/17/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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