Troy Castagna is a registered investment advisor, based in Schaumburg, IL, with 19 years of industry experience.
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy is involved in several business activities, including Elite Seats, rental real estate, TC Financial Group (DBA), Troy Castagna EA (tax prep), Crown Zion (rental property management), John A. Castagna CPA (tax prep), Red Circle Lodge Inc (residential treatment center), and tax preparation/accounting. He also sells Avantax approved insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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