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
- 2023 -now Financial Advisor @
- 2013 -now Financial Planner and Portfolio Specialist @
- 2013 -2023 Financial Advisor @
- 2011 -2013 Financial Advisor @
- 2010 -2011 Financial Services Professional @ James L. Kastner
- 2006 -2010 Investment Specialist @ Burnham & Flower Insurance Group
- 2005 -2006 Pension Account Manager @ Burnham & Flower Insurance Group
- 2003 -2004 Sales Representative @ Burnham & Flower Insurance Group
- 2000 -2003 Sales Representative @ John Hancock Financial Services
- 1980 -1994 Mechanical Design Technician @
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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