Jeffrey Stephen Casto

Employer firm

Retirement Plan Advisors, LLC CRD 122758

$3.54B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 04/2000 → Present
  Cambridge Investment Research
  Fairfield, IA
• 01/2003 → Present
  Retirement Plan Advisors, Llc
  Chicago, IL

Other Businesses

1) RETIREMENT PLAN ADVISOR HOLDINGS, INC., 105 W ADAMS, SUITE 2175, CHICAGO, IL, 01/2022, OWNER, DBA, NIR, 1 HR/MO, 0 HR/MO TRADING. 2) JEFFREY CASTO, 6504 PINE TRAIL, TINLEY PARK, IL, 01/2003, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MO, 0 HR/MO TRADING. 3) RETIREMENT PLAN ADVISORS, LLC, 29 E MADISON, SUITE 500, CHICAGO, IL, 01/2003, ADVISORY REP F AN RIA OTHER THAN CIRA, INV REL, 80 HR/MO, 80 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-23
• S63 Uniform Securities Agent State Law Examination
  1998-10-05

Other Names

• Jeffrey Stephen Castro
• Jeffrey Stephen Castro