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Philip James Kastenholz

Aspiriant, LLC

Pewaukee, WI

Los Angeles, CA

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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2012-07-09
  • WI RA
    APPROVED
    Since 2012-07-09

Branch Locations

N19W24200 Riverwood Dr Suite 320, Pewaukee, WI 53188 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspiriant, Llc Waukesha WI 06/2012 02/2017
Aspiriant, Llc Waukesha WI 03/2017 Present
Previous Registrations
  • 2010-10-07 → 2012-07-09
    Aspiriant Investment Advisors, Llc
    Milwaukee, WI
    Milwaukee, WI
  • 2003-02-25 → 2010-10-08
    Deloitte Investment Advisors Llc
    Cincinnati, OH
    Milwaukee, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-12-05
S65 Uniform Investment Adviser Law Examination 2001-02-28
  • S63 Uniform Securities Agent State Law Examination
    2002-12-05
  • S65 Uniform Investment Adviser Law Examination
    2001-02-28
Designations

View on SEC IAPD

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Other Investors

GREGORY NEBEL
MATTHEW WINTERS
DREW ALAN HEBBE
MARK ANDREW SMITH
KIERAN MICHAEL BIENEMAN
Susan Jakoblich
James Thomas Fitzgerald
JOHN MICHAEL FITZGERALD

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PEWAUKEE, WI
PARK AVENUE SECURITIES LLC · PEWAUKEE, WI
LASALLE INVESTMENT ADVISORS, INC. · PEWAUKEE, WI
MADISON PARTNERS · Pewaukee, WI
THRIVENT INVESTMENT MANAGEMENT INC. · PEWAUKEE, WI
OSAIC WEALTH, INC. · PEWAUKEE, WI
EDWARD JONES · PEWAUKEE, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Pewaukee, WI

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