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Tad Aaron Kastman

Captrust

Minnetonka, MN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-04-25
  • MN RA
    APPROVED
    Since 2023-04-25

Branch Locations

701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • 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
Quantitative Advantage, Llc Minnetonka MN 02/2016 03/2023
Qa Investment Services, Llc Minnetonka MN 02/2016 03/2018
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2023 Present
  • 02/2016 → 03/2023
    Quantitative Advantage, Llc
    Minnetonka, MN
  • 02/2016 → 03/2018
    Qa Investment Services, Llc
    Minnetonka, MN
  • 03/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2016-02-08 → 2023-06-12
    Quantitative Advantage, Llc
    Minnetonka, MN
  • 2016-02-08 → 2018-03-22
    Qa Investment Services, Llc
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-17
  • S65 Uniform Investment Adviser Law Examination
    2015-09-17

View on SEC IAPD

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ORGEL WEALTH MANAGEMENT, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
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THE ADVOCATE GROUP, LLC

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
PINE RIVER CAPITAL MANAGEMENT L.P. · MINNETONKA, MN

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