Brian Kasteler
Brian Kasteler is a registered investment advisor at LPL Financial LLC, based in Cottonwood Heights, UT, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6995 S Union Park Ctr Ste 300, Cottonwood Heights, UT, 84047
Get directionsHistory
Regulatory History (1)
Regulatory
February 2007Other Business Activities
Brian has a business entity for tax/investment purposes related to investment advisory services and another DBA for his LPL business. He also owns rental real estate and has another business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
First Western Advisors
First Western AdvisorsBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.