Charles Castino (CRD# 6412121) is an Investment Advisor Representative working at Indie Asset Partners, LLC in Carmel, IN and has over 9 years of experience in the finance industry. Charles Castino 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.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Indie Asset Partners , LLC | Carmel, IN | Apr 2024 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Skokie, IL | May 2015 - Apr 2024 | 8 |
| Northwestern Mutual Investment Services LLC | Skokie, IL | Jan 2015 - Apr 2024 | 9 |
| Daniel Castino | Skokie, IL | Dec 2014 - Apr 2024 | 9 |
| Stonegate Mortgage Company | Carmel, IN | Sep 2014 - Sep 2014 | < 1 |
| Mutual Of Omaha | Indianapolis, IN | Jun 2014 - Jul 2014 | < 1 |
| Depauw University | Greencastle, IN | Aug 2013 - May 2014 | < 1 |
| Depauw University | Greencastle, IN | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- IN
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Total Assets Under Management792MILLIONS
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Total Number of Accounts821ACCOUNTS
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Average Account Value$964,934
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, GA, IL, IN, KY, NH, OH, TX
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