Christopher CasselCRD Number: 4573458
Current Firm: Rkl Wealth Management LLC
Christopher Cassel (CRD# 4573458) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 13 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Kuntz Lesher Capital LLC||Lancaster, PA||Aug 2013 - Current||3|
|Parentebeard LLC||Harrisburg, PA||Oct 2010 - Jul 2013||2|
|Beard Miller Company LLP||Harrisburg, PA||Jan 2004 - Sep 2010||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2003|
Total Assets Under Management511MILLIONS
Total Number of Accounts1,742ACCOUNTS
Average Account Value$293,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, DE, FL, LA, MD, NH, NJ, NY, PA, SC, TX, VA