DK
CFA
DK
CFA

David Patrick Kastner

24 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
5 clients
Average Client Portfolio
$134.3M average
Assets Under Management
$671.7M

Fee Structure

Financial Planning:Investment management only
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Location

701 S Main, Suite #400, Logan, UT, 84321

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is a board member for Gabb Wireless, a cell phone provider, since August 2023. He spends minimal time on this activity.

Employment History
Current Registrations
Cachetech
March 2025 - Present · 11 mos
Adams Wealth Advisors
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2021 - May 2022 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
July 2020 - May 2022 · 1 yr 10 mos
Charles Schwab Investment Advisory, INC
May 2014 - January 2021 · 6 yrs 8 mos
Charles Schwab & CO., INC.Broker
October 1997 - December 2009 · 12 yrs 2 mos
Robert Thomas Securities, INCBroker
May 1997 - October 1997 · 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
David Patrick Kastner - Financial Advisor | TrueAdvisor