![Brock Castinado, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
Brock Castinado (CRD# 7429996) is an Investment Advisor Representative working at Cws Wealth Partners in Omaha, NE and has over 3 years of experience in the finance industry.
![Kyle Acre, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 6243132
Edward Jones
![Steve Adams, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 5297231
Charles Schwab & Company, Inc.
![Michael Adelman, financial advisor Omaha NE](/img/ws/profile-blank-sq.png)
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Castinado Wealth Strategies, Llc Dba Cws Wealth Partners | Omaha, NE | Jul 2021 - Current | 3 |
Castinado Company Limited, Inc. | Omaha, NE | May 2021 - Current | 3 |
American Senior Benefits | Omaha, NE | Mar 2021 - Current | 3 |
Puritan Manufacturing | Omaha, NE | Jun 2019 - Mar 2021 | 1 |
Union Pacific Railroad | Omaha, NE | Mar 2017 - Jun 2019 | 2 |
Darios Brassierie | Omaja, NE | Mar 2012 - Mar 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- IA
- NE
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts187ACCOUNTS
-
Average Account Value$160,428
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IA, NE
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