Jeffrey Casto, financial advisor Mokena IL

Jeffrey Casto

CRD Number: 3096148
Current Firm: Retirement Plan Advisors, LLC

Jeffrey Casto (CRD# 3096148) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Mokena, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Plan Advisors, LLC Chicago, IL Jan 2003 - Current 21
Cambridge Investment Research Fairfield, IA Apr 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Jeffrey S. Casto
Phone Number: 312-701-1100
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,097
    MILLIONS
  • Total Number of Accounts
    7,033
    ACCOUNTS
  • Average Account Value
    $156,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NY, OH, OK, PA, TN, TX, UT, VA, VI, VT, WI

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