• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
CHAD JEREMY KASTNER
CRD#: 2673457
IA
Investment Adviser
B
Broker
PUTNAM INVESTMENT MANAGEMENT, LLCCRD#: 106629 100 FEDERAL ST
BOSTON, MA 02110
FRANKLIN DISTRIBUTORS, LLCCRD#: 109064 Apple Valley, MN
Registration History
199820002002200420062008201020122014201620182020202220242026BFRANKLIN DISTRIBUTORS, LLC (CRD# 109064)2024 - Present (<1 year)IAPUTNAM INVESTMENT MANAGEMENT, LLC (CRD# 106629)2014 - Present (10 years)BPUTNAM RETAIL MANAGEMENT LIMIT... (CRD# 7325)2012 - 2024 (12 years)BSUN LIFE FINANCIAL DISTRIBUTOR... (CRD# 5496)2009 - 2011 (2 years)BPLANCO FINANCIAL SERVICES, LLC (CRD# 8326)1997 - 2009 (11 years)
License(s)

State Registrations

B
California 7/2/2024

B
Massachusetts 7/2/2024

B
Connecticut 7/2/2024

B
Minnesota 7/2/2024

B
Florida 7/2/2024

B
New York 7/2/2024

IA
Massachusetts 7/1/2014

B
North Dakota 7/2/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
FRANKLIN DISTRIBUTORS, LLC (CRD#:109064)
Apple Valley, MN
Registered with this firm since 7/2/2024

IA
PUTNAM INVESTMENT MANAGEMENT, LLC (CRD#:106629)
100 FEDERAL ST, BOSTON, MA 02110
Registered with this firm since 7/1/2014

Previous Registration(s)
th hidden textth hidden textNameLocation
B
03/02/2012 - 07/02/2024 PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (CRD#:7325) BOSTON, MA
B
09/23/2009 - 12/31/2011 SUN LIFE FINANCIAL DISTRIBUTORS, INC. (CRD#:5496) WELLESLEY HILLS, MA
B
10/24/1997 - 09/21/2009 PLANCO FINANCIAL SERVICES, LLC (CRD#:8326) HARTFORD, CT
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.