Diana Casteel, financial advisor Denver CO
93 score

Diana Casteel

CRD Number: 5380475
Current Firm: Wells Fargo Advisors, LLC

Diana Casteel (CRD# 5380475) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Denver, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Denver, CO Nov 2013 - Current 3
Cascade Financial Management Denver, CO Aug 2013 - Oct 2013 < 1
Ameriprise Financial Services Inc. Boulder, CO Jul 2010 - Aug 2013 3
Unemployed Boulder, CO May 2010 - Jun 2010 < 1
Morgan Stanley Smith Barney Broomfield, CO Jun 2009 - May 2010 < 1
Citigroup Global Markets, Inc. Broomfield, CO Jul 2007 - Jun 2009 1
Johnson & Repucci Boulder, CO Nov 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Diana S. Casteel
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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