Stephen
Kastrul

Commonwealth Financial Network

CRD#2205585
Investment Advisor
in Denver, CO
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About this Advisor

Stephen Kastrul is a chartered financial consultant who works in Denver, Colorado, who has been in the industry for 28 years. Kastrul is an advisor for Commonwealth Financial Network. Their career trajectory has included roles at Sunset Financial Services, Inc, Hartford Life, Hartford Equity Sales Company, Sunset Financial Services, Commonwealth Financial Network, Cincinnati Life Insurance Company and Garden Street Financial Group LLC. Kastrul holds a Series 63 license, designating them as a securities representative, and can work in Colorado. Commonwealth Financial Network is a firm that has its headquarters in Denver, Colorado. The company has offices in 1,090 locations and a total of 3,200 financial advisors. It controls $81 billion in assets under management between its 335,560 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 223 charitable organizations. Of its 335,560 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on the services. However, fees charged by Commonwealth Financial Network can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3095 W. 38Th Avenue
Denver, CO 80211

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$80,973,209,717

CO Average: $16,012,751,954
Total Number of Employees

3,200

CO Average: 118
Total Number of Accounts

335,560

CO Average: 4,567
Average Account Size

$241,308

CO Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Stephen Kastrul Work History

Stephen has 28 years of experience.

2018 - Present (1 years)

Commonwealth Financial Network

2017 - 2018 (1 years)

Garden Street Financial Group LLC

2011 - 2017 (6 years)

Cincinnati Life Insurance Company

2010 - 2011 (1 years)

Sunset Financial Services

2009 - 2010 (1 years)

Hartford Life

2009 - 2010 (1 years)

Hartford Equity Sales Company

2004 - 2009 (5 years)

Sunset Financial Services, Inc

Disclosures

Stephen Kastrul has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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