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Norman E. Kastner

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CRD#: 264828
NK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Norman Edward Kastner was a registered financial professional .

Norman is a previously registered financial professional and started their career in finance in 1970. Norman had worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 25, 2006 - May 4, 2016

CONSOLIDATED FINANCIAL INVESTMENTS, INC.

BD
CRD#: 18810
CLAYTON, MO
Past

October 4, 2006 - December 5, 2016

CONSOLIDATED WEALTH MANAGEMENT

RIA
CRD#: 141330
CLAYTON, MO
Past

January 1, 2004 - October 4, 2006

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
ST. LOUIS, MO
Past

January 1, 2004 - October 4, 2006

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
ST LOUIS, MO
Past

November 6, 2003 - January 1, 2004

LOCUST STREET SECURITIES, INC.

RIA
CRD#: 1703
ST LOUIS, MO
Past

November 4, 2003 - January 1, 2004

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

June 26, 1996 - October 9, 2003

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA
CRD#: 104727
ST. LOUIS, MO
Past

January 1, 1988 - October 19, 1992

HOME LIFE INSURANCE COMPANY

BD
CRD#: 4184
Past

January 1, 1988 - November 3, 2003

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

March 9, 1970 - January 6, 1988

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/28/1970
Registered Representative Examination

Current Firm


CF
CONSOLIDATED FINANCIAL INVESTMENTS, INC.
CONSOLIDATED FINANCIAL INVESTMENTS, INC. | USA MORTGAGE SECURITIES, INC.

CRD#: 18810 / SEC#: , 8-37004

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
222 North Meramec Avenue, Clayton, MO 63105-3702
Mailing Address
222 North Meramec Avenue, Clayton, MO 63105-3702
Phone number
(314) 727-1177
Established
Missouri since 10/12/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STIFFELMAN, ALAN LOUISCHIEF COMPLIANCE OFFICER, PRESIDENT AND CHAIRMAN OF THE BOARD1351661
MCCORMICK, JOSEPH ASHAREHOLDER
EVENS, RONALD GENESHAREHOLDER
BARDENHEIER, CARL CHRISTOPHER JRVICE PRESIDENT AND SECRETARY1138381

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONSOLIDATED FINANCIAL INVESTMENTS, INC.

CRD#: 18810

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