James Kastner Email & Phone Number
Financial Planner and Portfolio Specialist @ BCU
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James Kastner Location
- Vernon Hills, IL, US
James Kastner Work
- Financial Advisor @ (July 2023 - Present)
- Financial Planner and Portfolio Specialist @ (April 2013 - Present)
- Financial Advisor @ (April 2013 - July 2023)
- Financial Advisor @ (July 2011 - April 2013)
- Financial Services Professional @ James L. Kastner (September 2010 - July 2011)
- Investment Specialist @ Burnham & Flower Insurance Group (June 2006 - September 2010)
- Pension Account Manager @ Burnham & Flower Insurance Group (January 2005 - May 2006)
- Sales Representative @ Burnham & Flower Insurance Group (December 2003 - December 2004)
- Sales Representative @ John Hancock Financial Services (July 2000 - November 2003)
- Mechanical Design Technician @ (June 1980 - July 1994)
James Kastner Education
- College for Financial Planning
(Financial Planning)
1997-1999 - Francis Marion University
BBA (Finance)
1994-1997 - Rochester Institute of Technology
AAS (Mechanical Engineering)
1990-1994
James Kastner Skills
- Financial Planning
- Financial Services
- Mutual Funds
- Finance
- Retirement Planning
- Investments
- Portfolio Management
- Asset Allocation
- Securities
- Fixed Annuities
James Kastner Summary
- James Kastner, based in Vernon Hills, IL, US, is currently a Financial Planner and Portfolio Specialist at BCU Wealth Advisors, LLC. James Kastner brings experience from previous roles at LPL Financial, CUSO Financial Services, LP, Financial Network Investment Corporation, Member SIPC and James L. Kastner. James Kastner holds a 1997 - 1999 College for Financial Planning. With a robust skill set that includes Financial Planning, Financial Services, Mutual Funds, Finance, Retirement Planning and more. James Kastner has 2 emails on RocketReach.
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