Castle Investment Advisory, LLC

Castle Investment Advisory, LLC (CRD# 148569) is a financial advisory firm headquartered in Indianapolis, IN. They manage $208,327,868 in 506 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $411,715
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

FL, IL, IN, MI, NE, NV, OH, TX

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
96
Wealthminder
score

Michael Kalscheur (CRD# 2640124) is an Investment Advisor Representative working at Castle Investment Advisory, LLC in Indianapolis, IN and has over 22 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
96
Wealthminder
score

Darren Nyce (CRD# 4596908) is an Investment Advisor Representative working at Castle Investment Advisory, LLC in Indianapolis, IN and has over 14 years of experience in the finance industry.

3
John T. Wheeler
CRD#: 4953525
9820 Westpoint Drive Suite 100, Indianapolis, IN 46256
93
Wealthminder
score

John Wheeler (CRD# 4953525) is an Investment Advisor Representative working at Castle Investment Advisory, LLC in Indianapolis, IN and has over 6 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.

4
Gary L. Pittsford
CRD#: 364258
9820 Westpoint Drive, Suite 100, Indianapolis, IN 46256
76
Wealthminder
score

Gary Pittsford (CRD# 364258) 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. 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.

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