Michael Patrick Mcfadden

Employer firm

Castle Wealth Group CRD 342075

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 06/2021
  Gcg Wealth Management
  Charlotte, NE
• 11/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 11/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 06/2021
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 06/2021 → 06/2026
  Centaurus Financial, Inc.
  Anaheim, CA
• 06/2026 → Present
  Castle Securities, Llc
  Mooresville, NC
• 06/2021 → Present
  Castle Wealth Group, Llc
  Mooresville, NC
• 06/2026 → Present
  Castle Insurance Group, Llc
  Mooresville, NC

Previous Registrations

• 2021-06-17 → 2026-07-06
  Centaurus Financial, Inc.
  Mooresville, NC
  Mooreville, NC
  Leesburg, VA
• 2019-03-01 → 2021-06-23
  Woodbury Financial Services, Inc.
  Charlotte, NC
• 2012-11-09 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Charlotte, NC
• 2012-02-14 → 2012-11-08
  Securian Financial Services, Inc.
  Charlotte, NC

Other Businesses

1. Castle Insurance Group, LLC POSITION: Agent NATURE: sell life insurance, fixed annuities and LTC INVESTMENT RELATED: No START DATE: 06/2026 ADDRESS: 131 Plantation Ridge Drive, Suite #110, Mooresville NC 28117 United States DESCRIPTION: Sell life insurance, fixed annuities and LTC 2. COMMITTEE MEMBER, DAVIDSON PUBLIC ARTS COMMITTEE, 216 S. MAIN ST, DAVIDSON, NC 28036, NON INVESTMENT RELATED SINCE 1/2014 AND I SPEND APPROX. 1-2 HOURS PER MONTH ON THIS ACTIVITY. COMMITTEE MEMBER WITH A SAY IN THE VARIOUS ART PROJECTS FOR THE TOWN OF DAVIDSON. 3. BOARD MEMBER, DAVIDSON FARMER'S MARKET. 120 S. MAIN STREET, DAVIDSON, NC 28036. NON INVESTMENT RELATED SINCE 9/2020 AND I SPEND APPROX. 3-5 HOURS PER MONTH ON THIS ACTIVITY. VOLUTEER AT THE WEEKLY FARMER'S MARKET AND PARTICIPATAE IN THE BOARD MEETINGS. 4. CASTLE WEALTH GROUP, LLC, NON-INVESTMENT RELATED, 219 WILLIAMSON ROAD, SUITE #2204, MOORESVILLE, NC 28117, DBA FOR BRANDING PURPOSES, PARTNER, SINCE 6/16/2021.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-12