Joseph D. Casselman

WAYPOINT STRATEGIC ADVISORS

Arlington, TX

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CRD#: 4658881

Professional summary

Joseph David Casselman, ChFC® is a registered financial advisor currently at WAYPOINT STRATEGIC ADVISORS located in Arlington, Texas and FARTHER located in Arlington, Texas.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joseph has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

JOSEPH CASSELMAN LICENSED INSURANCE AGENT; INSURANCE PRODUCTS OR SERVICES; INVESTMENT RELATED; ARLINGTON, TX 12/2002; APPROXIMATELY 40 HOURS PER WEEK; APPROXIMATELY 10 HOURS PER WEEK DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph David Casselman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

May 14, 2019 - Present

WAYPOINT STRATEGIC ADVISORS

RIA

CRD#: 152077

Arlington, TX

Current

July 28, 2025 - Present

FARTHER

RIA

CRD#: 302050

Arlington, TX

Past

June 6, 2011 - October 26, 2018

CASSELMAN FINANCIAL STRATEGIES

RIA

CRD#: 157792

ARLINGTON, TX

Past

November 4, 2003 - April 15, 2011

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

AUSTIN, TX

Past

May 15, 2003 - April 15, 2011

PARK AVENUE SECURITIES LLC

CRD#: 46173

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/14/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/26/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/13/2003

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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.

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Joseph D. Casselman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph David Casselman's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAYPOINT STRATEGIC ADVISORS

FARTHER

CASSELMAN FINANCIAL STRATEGIES

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2003

Series 7

Date: 5/13/2003

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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