Michael T. Kastler

KASTLER FINANCIAL PLANNING

Ortonville, MI

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CRD#: 6507269

Professional summary

Michael Thomas Kastler, who also goes by Michael Kastler, Mike Kastler, Michael Thomas Kastler, is a registered financial advisor currently at KASTLER FINANCIAL PLANNING located in Ortonville, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Kastler | Mike Kastler | Michael Thomas Kastler

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.

NOTRE DAME PREPARATORY SCHOOL POSITION: Member, Alumni Board NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1300 Giddings Rd, Pontiac MI 48340, United States DESCRIPTION: Assist with alumni activities such as annual homecoming football games

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Kastler'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

December 2, 2024 - Present

KASTLER FINANCIAL PLANNING

RIA

CRD#: 330030

Ortonville, MI

Past

August 2, 2023 - January 8, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

TROY, MI

Past

June 22, 2023 - January 8, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

TROY, MI

Past

July 21, 2022 - April 11, 2023

CWM, LLC

RIA

CRD#: 155344

Okemos, MI

Past

May 8, 2020 - January 11, 2021

J WILSON WEALTH MANAGEMENT

RIA

CRD#: 304029

SWARTZ CREEK, MI

Past

August 30, 2019 - July 12, 2022

KASTLER FINANCIAL PLANNING

RIA

CRD#: 304701

ORTONVILLE, MI

Past

August 27, 2015 - October 4, 2019

CGN ADVISORS, LLC

RIA

CRD#: 159359

ORTONVILLE, MI

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

Michigan
(12/2/2024)

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

Series 63

Date: 7/17/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/14/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/22/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/18/2023

Securities Industry Essentials Examination

Current Firm

KASTLER FINANCIAL PLANNING

KASTLER CONSULTING GROUP, LLC D.B.A. KASTLER FINANCIAL PLANNING | KASTLER FINANCIAL PLANNING

CRD#: 330030 / SEC#:

Michigan

Registered Investment Advisory firm - (3/8/2024 Approved)

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Contact information

Main Address

Ortonville, MI

Mailing Address

Phone number

(248) 793-7314

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Michael T. Kastler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Thomas Kastler's CRS (Customer Relationship Summary).

Certified licenses

Experience

KASTLER FINANCIAL PLANNING

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

CWM, LLC

J WILSON WEALTH MANAGEMENT

KASTLER FINANCIAL PLANNING

CGN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/17/2023

Series 65

Date: 8/14/2015

Series 7TO

Date: 6/22/2023

SIE

Date: 5/18/2023

Current Firm

KASTLER FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

KASTLER FINANCIAL PLANNING

TRUST BUT VERIFY

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