Bryan D. Cast

PHOENIX, AZ 85016

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CRD#: 6485739

Professional summary

Bryan D Cast, who also goes by Bryan David Cast, was a registered financial advisor .

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Bryan had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Bryan David Cast

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.

1. Blue River Acres, Not Investment-related, 4275 Van Dorn Rd, Beaver Crossing, NE, United States(US), 68313, 20% Owner, Start Date: 01/01/2013, 0 hrs per week, 0 trading hrs per week, Real Estate, Duties: Owner.

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

Current

September 8, 2026 - Present

Office #1: 4539 N 22nd St #7193, Phoenix, AZ 85016

PHOENIX, AZ

Past

September 18, 2017 - August 4, 2025

CAST FINANCIAL

RIA

CRD#: 289302

ANTHEM, AZ

Past

December 22, 2016 - June 13, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

YORK, 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

Arizona
(9/8/2026)

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: 2/28/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/2016

General Securities Representative Examination

Current firm

No current employment

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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Bryan D. Cast

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAST FINANCIAL

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2017

SIE

Date: 6/13/2017

Series 7

Date: 12/15/2016

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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