Investment adviser representative · Captrust
Tad A. Kastman
CRD 6572828 · Minnetonka, MN
At a glance
Tad A. Kastman is an investment adviser representative with Captrust in Minnetonka, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tad’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- CaptrustSince April 2023Minnetonka, MN · $1.24T in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Captrust
- Tyler J. BernardMinnetonka
- Theodore J. EckerMinnetonka
- Nina E. EschMinnetonka · Certified Financial Planner
- James R. FerrinMinnetonka · Chartered Financial Analyst
- Jacob J. HerdMinnetonka · Certified Financial Planner
- Nathan D. HoornbeekMinnetonka
- Katherine K. JohnsonMinnetonka · Certified Financial Planner
- Kevin E. LawsonMinnetonka · Certified Financial Planner
Every advisor at Captrust →Captrust: assets, clients and custodians →CAPTRUST news, moves and payouts →Financial advisors in Minnetonka, MN →Every Captrust advisor in Minnetonka →Advisor Moves: who changed firms this week →