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Tad Aaron Kastman
CRD#: 6572828
IA
Investment Adviser
CAPTRUSTCRD#: 175112 10650 Red Circle Drive, Suite 303
Minnetonka, MN 55343
Registration History
2016201720182019202020212022202320242025IACAPTRUST (CRD# 175112)2023 - Present (1 year)IAQUANTITATIVE ADVANTAGE, LLC (CRD# 110575)2016 - 2023 (7 years)IAQA INVESTMENT SERVICES, LLC (CRD# 131762)2016 - 2018 (2 years)
License(s)

State Registrations

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Minnesota 4/25/2023

Current Registration(s)
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CAPTRUST (CRD#:175112)
10650 Red Circle Drive, Suite 303, Minnetonka, MN 55343
Registered with this firm since 4/25/2023

Previous Registration(s)
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02/08/2016 - 06/12/2023 QUANTITATIVE ADVANTAGE, LLC (CRD#:110575) MINNETONKA, MN
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02/08/2016 - 03/22/2018 QA INVESTMENT SERVICES, LLC (CRD#:131762) MINNETONKA, MN
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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.