2 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
- With CAPTRUST Since 2023
- 866.767.8007
-
10650 Red Circle Drive #303
Minnetonka, MN 55343
Tad Kastman, CFP®
Senior Vice President,
Financial Advisor
- Roseville, MN
- The Treasure Principle by Randy Alcorn
- Jesus, Gandhi, and Mohammad
- The golden rule – treat others the way you would like to be treated.
- Humility, kindness, and generosity
Financial Advisors
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.
Education
- Bachelor of Arts in accounting from the University of St. Thomas
- Master’s degree in taxation from the University of Denver
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor
Memberships
- Board member, The Hospitality Center
