MC
CFP
MC
CFP

Mark Richard Casto

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Loading...

Location

310 E. Court St., Washington Court House, OH, 43160

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Mark is an independent insurance agent for various companies since 2000, dedicating minimal time. He also works as a financial planner for Creative Financial Solutions, LLC, taking nearly full-time hours, and as an advisory representative of a RIA, CIRA, dedicating a few hours per week. Mark is also a member and manager of G&M Real Estate LLC, dedicating minimal time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2014 - Present · 11 yrs 11 mos
Cambridge Investment Research, INC.Broker
March 2014 - Present · 11 yrs 11 mos
Creative Financial Solutions, LLC
February 2007 - Present · 19 yrs
Previous Registrations
Wrp Investments, INC.
July 2000 - March 2014 · 13 yrs 8 mos
Creative Financial Solutions, LLC
February 2000 - December 2006 · 6 yrs 10 mos
Wrp Investments, INC.Broker
December 1999 - March 2014 · 14 yrs 3 mos
State Registrations11 states
ALFLMINCNYOHSCSDTNVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.