Justin Castelli, financial advisor Fishers IN

Justin Castelli

CRD Number: 4892009
Current Firm: Rls Wealth Management

Justin Castelli (CRD# 4892009) is an Investment Advisor Representative working at Rls Wealth Management in Fishers, IN and has over 15 years of experience in the finance industry. Justin Castelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rl Wealth Management, LLC Mccordsville, IN May 2015 - Current 4
Goldstein Group Financial Advisors, LLC Indianapolis, IN Jun 2013 - May 2015 1
Commonwealth Financial Network Waltham, MA May 2013 - May 2015 2
Valic Financial Advisors, Inc. Carmel, IN Jan 2007 - Jun 2013 6
Valic Financial Advisors, Inc. Carmel, IN Oct 2006 - Jun 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Justin H. Castelli
Phone Number: 317-593-9390
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $115,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

IN

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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