Kenneth Castleman, financial advisor Cave Creek AZ

Kenneth Castleman

CRD Number: 2659168
Current Firm: Facet Wealth, Inc.

Kenneth Castleman (CRD# 2659168) is an Investment Advisor Representative working at Facet Wealth, Inc. in Cave Creek, AZ and has over 25 years of experience in the finance industry. Kenneth Castleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Facet Wealth Cave Creek, AZ Aug 2020 - Current < 1
Self Cave Creek, AZ May 2020 - Aug 2020 < 1
Usaa Federal Savings Bank San Antonio, TX Aug 2018 - May 2020 1
Usaa Investment Management Company Phoenix, AZ Jan 2018 - May 2020 2
Usaa Financial Planning Services Phoenix, AZ Jul 2007 - May 2020 12
Usaa Financial Advisors, Inc. Phoenix, AZ Jul 2007 - May 2020 12
Usaa Investment Management Company San Antonio, TX Jan 2018 - Aug 2018 < 1
Usaa Financial Advisors, Inc. San Antonio, TX Jul 2007 - Aug 2018 11
Usaa Financial Planning Services San Antonio, TX Jul 2007 - Jan 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Kenneth D. Castleman
Phone Number: (443)376-6222
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    502
    MILLIONS
  • Total Number of Accounts
    2,517
    ACCOUNTS
  • Average Account Value
    $199,543
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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