Tad
Kastman
Captrust
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About this Advisor
Tad Kastman is a financial advisor based in Hopkins, Minnesota, working with Captrust. Tad has previously held positions at Quantitative Advantage, LLC, Xcel Energy, Qa Investment Services, LLC, and Capfinancial Partners LLC (Captrust). Tad has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Tad is part of Captrust, which operates out of Hopkins, Minnesota. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Tad Kastman Work History
Capfinancial Partners LLC (Captrust)
Quantitative Advantage, LLC
Qa Investment Services, LLC
Xcel Energy
Disclosures
Please visit the SEC profile of Tad Kastman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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