AH
Aaron P. Havens
CASTLEVIEW PARTNERS
Highland, UT
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CRD#: 6657706
AH
Aaron Phillip HavensCASTLEVIEW PARTNERS
Professional summary
Aaron Phillip Havens, who also goes by Aaron P Havens, is a registered financial advisor currently at CASTLEVIEW PARTNERS, LLC located in Highland, Utah.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aaron has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Aaron P Havens
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.
Aaron Havens works as a handyman at Statcast LLC DBA Highland Handyman; Not Investment Related; 10657 North Jerling Dr Highland UT 84003; Responsibilities: Misc. House Projects; Start date: 2023-03-01; 5 Hours per month devoted to business during trading hours; 5 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business. Aaron Havens works as an Life & Health Insurance Agent at Health and Life Insurance; Investment related: Yes; Location: 10657 North Jerling Dr Highland UT 84003; Description: Provide life and health insurance to those that need it.; Start date: 2026-01-23; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10. Aaron Phillip Havens works as a Personal Finance Educator, providing general personal financial education to students. Hours per month devoted to business: 20; Percentage of total yearly compensation expected to be derived from the business: 1. Aaron Havens works as an Operator at Mama Bear Holdings; Investment related: Yes; Location: 10657 North Jerling Dr Highland UT 84003; Description: Own and manage real estate holdings; Responsibilities Duties: Manage properties.; Start date: 2019-06-19; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 40.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Phillip Havens'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®
NoneExperience
Current
May 13, 2026 - Present
CASTLEVIEW PARTNERS, LLC
RIA
CRD#: 281410
Highland, UT
Past
May 13, 2025 - May 20, 2026
WEALTH FOUNDATIONS PARTNERS, LLC
RIA
CRD#: 330999
SALT LAKE CITY, UT
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".
CP
CASTLEVIEW PARTNERS, LLC
AIALPHA TAMP SERVICES | FUSE PARTNERS | CASTLEVIEW PARTNERS, LLC D/B/A AIALPHA TAMP SERVICES | CASTLEVIEW PARTNERS, LLC
CRD#: 281410 / SEC#: 801-106652
RIA
Registered Investment Advisory firm - (9/11/2015 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
Utah(5/13/2026)
Current Firm
CP
CASTLEVIEW PARTNERS, LLC
AIALPHA TAMP SERVICES | FUSE PARTNERS | CASTLEVIEW PARTNERS, LLC D/B/A AIALPHA TAMP SERVICES | CASTLEVIEW PARTNERS, LLC
CRD#: 281410 / SEC#: 801-106652
RIA
Registered Investment Advisory firm - (9/11/2015 Approved)Loading...
Contact information
Main Address
4851 Lbj Freeway Suite 850, Dallas, TX 75244
Mailing Address
Phone number
(214) 710-1995
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,133 |
| AUM (Assets Under Management) | $ 331,233,271 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
