Castle Investment Advisory, LLC

Castle Investment Advisory, LLC (CRD# 148569) is a financial advisory firm headquartered in Indianapolis, IN. They manage $295,033,864 in 679 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    679
    ACCOUNTS
  • Average Account Value
    $434,512
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, LA, MI, NE, NV, OH, TX, WI

Financial Advisors at Castle Investment Advisory, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael L. Kalscheur
CRD#: 2640124
9820 Westpoint Drive, Suite 100, Indianapolis, IN 46256

Michael Kalscheur (CRD# 2640124) is an Investment Advisor Representative working at Castle Investment Advisory, LLC in Indianapolis, IN and has over 25 years of experience in the finance industry. Michael Kalscheur 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.

2
Darren T. Nyce
CRD#: 4596908
9820 Westpoint Drive, Suite 100, Indianapolis, IN 46256

Darren Nyce (CRD# 4596908) is an Investment Advisor Representative working at Castle Investment Advisory, LLC in Indianapolis, IN and has over 17 years of experience in the finance industry.

3
Gary L. Pittsford
CRD#: 364258
9820 Westpoint Drive, Suite 100, Indianapolis, IN 46256

Gary Pittsford (CRD# 364258) is an Investment Advisor Representative working at Castle Investment Advisory, LLC in Indianapolis, IN and has over 28 years of experience in the finance industry. Gary Pittsford 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.

4
John T. Wheeler
CRD#: 4953525
9820 Westpoint Drive Suite 100, Indianapolis, IN 46256

John Wheeler (CRD# 4953525) is an Investment Advisor Representative working at Castle Investment Advisory, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry. John Wheeler 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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