Tad Kastman is a wealth management financial advisor based in Minnetonka, MN.
Tad joined CAPTRUST in 2023 from QA Wealth Management. He serves as a senior vice president and financial advisor, providing financial planning and investment advice for individuals. Tad specializes in serving tax, audit, and consulting professionals with a desire to develop and deepen personal relationships with clients.
Tad holds a Bachelor of Arts in accounting from the University of St. Thomas, a Master’s degree in taxation from the University of Denver, and the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).
Outside of work, he enjoys traveling with family within and outside of the U.S. and serving his local community through church and advisory boards.
- Bachelor of Arts in accounting from the University of St. Thomas
- Master’s degree in taxation from the University of Denver
- CERTIFIED FINANCIAL PLANNER™
- Board member, The Hospitality Center