Mark Casto is a CFP-designated registered investment advisor, based in Washington Court House, OH, with 26 years of industry experience.
Location
310 E. Court St., Washington Court House, OH, 43160
Get directionsHistory
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
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.
Cambridge Investment Research, INC.Broker
Creative Financial Solutions, LLC
Previous Registrations
Wrp Investments, INC.
Creative Financial Solutions, LLC
Wrp Investments, INC.Broker
State Registrations12 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.