Kenneth CastlemanCRD 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.
Vanguard Advisers, Inc.
|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|
Total Assets Under Management502MILLIONS
Total Number of Accounts2,517ACCOUNTS
Average Account Value$199,543
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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