Brett R. Castinado

CWS WEALTH PARTNERS

OMAHA, NE 68154

Some features on this profile are disabled

CRD#: 6101622

Professional summary

Brett Reed Castinado is a registered financial advisor currently at CWS WEALTH PARTNERS located in Omaha, Nebraska.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brett has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

Castinado Enterprises, Inc. Position: Insurance Agent, Independent Contractor (sole proprietor) since 01/2025. 32 hours per month spent during securities trading hours; Address: 12020 Shamrock Plaza, Suite 200, Omaha, NE 68154; investment related. Sales of life, health and fixed annuities. Brett Castinado, Sole Proprietor: Rental Property since 08/2025. 2 hours per month, 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Reed Castinado's 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®

None

Experience

Current

October 7, 2021 - Present

CWS WEALTH PARTNERS

Office #1: 12020 Shamrock Plaza Suite 200, Omaha, NE 68154Office #2: 12020 Shamrock Plaza, Suite 200, Omaha, Ne 68154, Omaha, NE 68154

RIA

CRD#: 316112

OMAHA, NE

Past

August 26, 2020 - October 29, 2021

VIRTUE WEALTH COUNSEL, LLC

RIA

CRD#: 298592

Omaha, NE

Past

January 18, 2019 - August 20, 2020

BYRNE WEALTH MANAGEMENT, LLC

RIA

CRD#: 141459

OMAHA, NE

Past

May 26, 2017 - August 7, 2017

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

November 4, 2016 - May 12, 2017

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

November 13, 2012 - October 11, 2016

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

OMAHA, NE

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

Iowa
(4/6/2023)

IAR

Nebraska
(10/7/2021)

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 65

Date: 1/18/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/31/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/7/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CWS WEALTH PARTNERS

CASTINADO WEALTH STRATEGIES, LLC | CWS WEALTH PARTNERS

CRD#: 316112 / SEC#:

Iowa

Registered Investment Advisory firm - (3/21/2023 Approved)

Nebraska

Registered Investment Advisory firm - (9/23/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

12020 Shamrock Plaza Suite 200, Omaha, NE 68154

Mailing Address

Phone number

(402) 999-2116

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 56,300,000

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.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brett R. Castinado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Reed Castinado's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTUE WEALTH COUNSEL, LLC

BYRNE WEALTH MANAGEMENT, LLC

PACIFIC SELECT DISTRIBUTORS, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

PACIFIC SELECT DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2019

Series 63

Date: 12/31/2012

SIE

Date: 8/7/2017

Series 7

Date: 12/20/2016

Series 6

Date: 11/12/2012

Current Firm

CWS WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CWS WEALTH PARTNERS

TRUST BUT VERIFY

Similar Advisors