Philip James Kastenholz

Employer firm

Aspiriant, LLC CRD 146720

$18.0B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2012 → 02/2017
  Aspiriant, Llc
  Waukesha, WI
• 03/2017 → Present
  Aspiriant, Llc
  Waukesha, WI

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

• S63 Uniform Securities Agent State Law Examination
  2002-12-05
• S65 Uniform Investment Adviser Law Examination
  2001-02-28

Designations

• Chartered Financial Analyst