Tad
Kastman

Captrust

CRD#6572828
Investment Advisor
in Hopkins, MN

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

10650 Red Circle Drive, Suite 303
Hopkins, MN 55343

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

MN Average: $3,625,019,099
Total Number of Employees

1,554

MN Average: 22
Total Number of Accounts

100,603

MN Average: 1,917
Average Account Size

$8,470,653

MN Average: $1,890,985

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

2023 - Present (1 year)

Capfinancial Partners LLC (Captrust)

2016 - 2023 (7 years)

Quantitative Advantage, LLC

2016 - 2018 (2 years)

Qa Investment Services, LLC

2009 - 2015 (6 years)

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.

Financial Advisors at Captrust

Mark Huffman
Sacramento, CA
Ryan Lee
Dayton, OH
David Stix
Houston, TX
Marguerite Fagan-Whitmore
New Hyde Park, NY
Jessica Mayo
San Antonio, TX
Nicholas Decenso
Raleigh, NC
Catherine Bragg
Birmingham, AL
Audrey Scroggs
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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