Michael Castle, financial advisor West Des Moines IA
96 score

Michael Castle

CRD Number: 4429812
Current Firm: Visionpoint Advisory Group

Michael Castle (CRD# 4429812) is an Investment Advisor Representative working at Visionpoint Advisory Group in West Des Moines, IA and has over 15 years of experience in the finance industry. Michael Castle 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
Visionpoint Advisory Group, LLC Mason City, IA Oct 2015 - Current 1
Lpl Financial, LLC Mason City, IA Oct 2015 - Current 1
Newman Catholic School System Mason City, IA Jan 2015 - Current 1
Northwestern Mutual Investment Services, LLC Mason City, IA Mar 2010 - Oct 2015 5
Northwestern Mutual Investment Services, LLC Milwaukee, WI Jul 2001 - Oct 2015 14
The Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2000 - Oct 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
Contact Info for Michael J. Castle
Phone Number: 800-282-4032
Firm Website: http://www.vpadvisor.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States


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

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